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Original filing (PDF)20251024101120NAL0002684771001
CSO ARCHITECTS, INC.
Form 5500
FILING_RECEIVED
CSO ARCHITECTS, INC. 401K PLAN
401(k) retirement plan
Signals · 2
29% in single holdingNo recordkeeper disclosed
Active participants
104
Accounts w/ balance
126
Plan assets (EOY)
$20.4M
Net assets (EOY)
$20.4M
How this plan invests
This plan
1 pooled trust
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
85
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "MFS Growth Fund Class Mutual Fund (1)" is 29% of plan.
- 35 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CSO ARCHITECTS, INC..
Plan sponsor
Name
CSO ARCHITECTS, INC.
EIN
35-1099003
Address
8831 KEYSTONE CROSSING · INDIANAPOLIS, IN · 46240
Phone
(317) 848-7800
Industry
Professional & Technical Servicessee all
Plan administrator
Name
CSO ARCHITECTS, INC.
EIN
35-1099003
City
INDIANAPOLIS, IN
Phone
(317) 848-7800
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| 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 | — |
Investments
16 direct securities · 1 pooled fund· $20.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$19.9M
16 holdings
Common Collective Trust
$538K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MFS Growth Fund Class Mutual Fund (1) | — | — | — | $6.0M | 29.4% | |
| American Funds 2030 Target Date R6 Mutual Fund (1) | — | — | — | $1.9M | 9.3% | |
| JPMorgan Mid Cap Growth Fund R6 Mutual Fund (1) | — | — | — | $1.4M | 6.8% | |
| Vanguard 500 Index Admiral Mutual Fund (1) | — | — | — | $1.4M | 6.6% | |
| PIMCO Total Return Fund Institutional Class Mutual Fund (1) | — | — | — | $1.2M | 6.0% | |
| American Funds Europacific R6 Mutual Fund (1) | — | — | — | $1.2M | 5.7% | |
| Victory Sycamore Small Company Opportunity Fund Mutual Fund (1) | — | — | — | $1.1M | 5.4% | |
| American Funds 2040 Target Date R6 Mutual Fund (1) | — | — | — | $1.1M | 5.4% | |
| Columbia Select Mid Cap Value Instl2 Mutual Fund (1) | — | — | — | $1.1M | 5.3% | |
| Vanguard Small Cap Growth Index Admiral Mutual Fund (1) | — | — | — | $953K | 4.7% | |
| T. Rowe Price Value Adv Mutual Fund (1) | — | — | — | $902K | 4.4% | |
| Vanguard Short-Term Federal Fund Admiral Mutual Fund (1) | — | — | — | $702K | 3.4% | |
| American Funds 2050 Target Date R6 Mutual Fund (1) | — | — | — | $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) | — | — | — | $206K | 1.0% | |
| Vanguard Small Cap Index Fund Admiral Mutual Fund (1) | — | — | — | $195K | 1.0% | |
| American Funds 2020 Target Date R6 Mutual Fund (1) | — | — | — | $37K | 0.2% |