Becky Christman signed CSO Architects, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CSO Architects, Inc.'s EIN is 35-1099003.
Download the official 2024 Form 5500 (PDF) for CSO Architects, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CSO Architects, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLAN ADMIN SERVICES INC. | 16-1503696 | — | NONE | $43K | — |
| NATIONAL BANK OF INDIANAPOLIS | — | INDIANAPOLIS, IN | NONE | $29K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MFS Growth Fund Class Mutual Fund (1) | Mutual Funds | — | — | $6.0M | 29.4% | |
| American Funds 2030 Target Date R6 Mutual Fund (1) | Mutual Funds | — | — | $1.9M | 9.3% | |
| JPMorgan Mid Cap Growth Fund R6 Mutual Fund (1) | Other securities | — | — | $1.4M | 6.8% | |
| Vanguard 500 Index Admiral Mutual Fund (1) | Common Collective Trusts | — | — | $1.4M | 6.6% | |
| PIMCO Total Return Fund Institutional Class Mutual Fund (1) | Mutual Funds | — | — | $1.2M | 6.0% | |
| American Funds Europacific R6 Mutual Fund (1) | Mutual Funds | — | — | $1.2M | 5.7% | |
| Victory Sycamore Small Company Opportunity Fund Mutual Fund (1) | Common Stocks | — | — | $1.1M | 5.4% | |
| American Funds 2040 Target Date R6 Mutual Fund (1) | Mutual Funds | — | — | $1.1M | 5.4% | |
| Columbia Select Mid Cap Value Instl2 Mutual Fund (1) | Other securities | — | — | $1.1M | 5.3% | |
| Vanguard Small Cap Growth Index Admiral Mutual Fund (1) | Mutual Funds | — | — | $953K | 4.7% | |
| T. Rowe Price Value Adv Mutual Fund (1) | Other securities | — | — | $902K | 4.4% | |
| Vanguard Short-Term Federal Fund Admiral Mutual Fund (1) | Mutual Funds | — | — | $702K | 3.4% | |
| American Funds 2050 Target Date R6 Mutual Fund (1) | Mutual Funds | — | — | $597K | 2.9% | |
| FEDERATED HERMES CAP PRESERVATION FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 000 | Common Collective Trust | — | — | $538K | 2.6% | |
| American Funds 2060 Target Date R6 Mutual Fund (1) | Mutual Funds | — | — | $206K | 1.0% | |
| Vanguard Small Cap Index Fund Admiral Mutual Fund (1) | Common Collective Trusts | — | — | $195K | 1.0% | |
| American Funds 2020 Target Date R6 Mutual Fund (1) | Mutual Funds | — | — | $37K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
