Back to filter
Original filing (PDF)20251014170039NAL0006897266001
BRR ARCHITECTURE, INC.
Form 5500
FILING_RECEIVED
BRR ARCHITECTURE, INC. PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Active participants
294
Accounts w/ balance
377
Plan assets (EOY)
$40.8M
Net assets (EOY)
$40.8M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRR ARCHITECTURE, INC..
Plan sponsor
Name
BRR ARCHITECTURE, INC.
EIN
43-1031021
Address
5625 MILLS CIVIC PARKWAY SUITE 101 · WEST DES MOINES, IA · 50266
Phone
(515) 226-9414
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PICKETT, CHANEY & MCMULLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $16K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TWO WEST CAPITAL ADVISORS LLC | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $41K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE FINWAY GROUP LLC | — | WEST DES MOINES, IA | OTHER | $15K | — |
Investments
34 direct securities· $40.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Mutual fund | — | — | — | $5.0M | 12.3% | |
| Vanguard Target Retirement 2040 Mutual fund | — | — | — | $4.2M | 10.3% | |
| Vanguard Target Retirement 2050 Mutual fund | — | — | — | $3.5M | 8.5% | |
| Vanguard Growth Index Mutual fund | — | — | — | $3.0M | 7.3% | |
| DFA US Large Cap Growth Mutual fund | — | — | — | $3.0M | 7.3% | |
| Vanguard Target Retirement 2045 Mutual fund | — | — | — | $2.4M | 6.0% | |
| Fidelity 500 Index Mutual fund | — | — | — | $2.3M | 5.6% | |
| Vanguard Target Retirement 2035 Mutual fund | — | — | — | $2.2M | 5.5% | |
| Vanguard Target Retirement 2060 Mutual fund | — | — | — | $2.1M | 5.2% | |
| Vanguard Target Retirement 2055 Mutual fund | — | — | — | $1.7M | 4.0% | |
| Vanguard Target Retirement 2025 Mutual fund | — | — | — | $1.1M | 2.6% | |
| JPMorgan Equity Income Mutual fund | — | — | — | $1000K | 2.4% | |
| Fidelity International Index Mutual fund | — | — | — | $769K | 1.9% | |
| American Funds Intl Growth and Income Mutual fund | — | — | — | $715K | 1.8% | |
| Carillon Eagle Mid Cap Growth Mutual fund | — | — | — | $619K | 1.5% | |
| DFA US Small Cap Growth Mutual fund | — | — | — | $603K | 1.5% | |
| EI - Fixed Account Guaranteed investment contract | — | — | — | $595K | 1.5% | |
| Vanguard Target Retirement 2065 Mutual fund | — | — | — | $581K | 1.4% | |
| Vanguard Value Index Mutual fund | — | — | — | $536K | 1.3% | |
| iShares Russell Mid-Cap Index Mutual fund | — | — | — | $494K | 1.2% | |
| Vanguard FTSE Social Index Mutual fund | — | — | — | $484K | 1.2% | |
| Vanguard Small Cap Value Index Mutual fund | — | — | — | $470K | 1.2% | |
| Vanguard Mid-Cap Value Index Mutual fund | — | — | — | $442K | 1.1% | |
| Metropolitan West Total Return Bond Mutual fund | — | — | — | $400K | 1.0% | |
| American Century Mid Cap Value Mutual fund | — | — | — | $388K | 1.0% | |
| iShares U.S. Aggregate Bond Index Mutual fund | — | — | — | $327K | 0.8% | |
| Victory Sycamore Small Company Opp Mutual fund | — | — | — | $307K | 0.8% | |
| Vanguard Mid-Cap Growth Index Mutual fund | — | — | — | $297K | 0.7% | |
| Vanguard Target Retirement 2020 Mutual fund | — | — | — | $281K | 0.7% | |
| iShares Russell 2000 Small-Cap Index Mutual fund | — | — | — | $268K | 0.7% | |
| Vanguard Small Cap Growth Index Mutual fund | — | — | — | $225K | 0.6% | |
| BrandywineGLOBAL Global Opp Bond Mutual fund | — | — | — | $171K | 0.4% | |
| Vanguard Target Retirement Income Mutual fund | — | — | — | $148K | 0.4% | |
| Vanguard Target Retirement 2070 Mutual fund | — | — | — | $16K | <0.1% |