How big is BRR Architecture, Inc.'s plan?

BRR Architecture, Inc.'s plan reported $40.8M in assets and 294 participants for 2024.

Original filing (PDF)20251014170039NAL0006897266001

BRR Architecture, Inc.

Name: BRR Architecture, Inc. — BRR Architecture, Inc., Form 5500 (2024)
Creator: BRR Architecture, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

BRR Architecture, Inc. Profit Sharing 401(k) Plan

401(k) retirement plan · BRR Architecture, Inc.'s BRR Architecture, Inc. Profit Sharing 401(k) Plan held $40.8M in plan assets for 294 participants in 2024, with Empower as recordkeeper.

Signals · 2

Non-exempt prohibited transactionCorrective distributions issued

Active participants

294

Accounts w/ balance

377

Plan assets (EOY)

$40.8M

Net assets (EOY)

$40.8M

People on this filing

Steve Finnegan signed BRR Architecture, Inc.'s 2024 Form 5500 as plan administrator.

Steve Finnegan — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

BRR Architecture, Inc.'s EIN is 43-1031021.

EIN 43-1031021

Plan number 001

Plan year 2024

ACK ID 20251014170039NAL0006897266001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BRR Architecture, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BRR Architecture, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRR ARCHITECTURE, INC..

Finding similar companies…

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

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Non-exempt prohibited transaction reported (Schedule G).
Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

BRR ARCHITECTURE, INC.

EIN

all filings

Address

5625 MILLS CIVIC PARKWAY SUITE 101 · WEST DES MOINES, IA · 50266

Phone

(515) 226-9414

Industry

Professional & Technical Services

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)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$16K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
TWO WEST CAPITAL ADVISORS LLC	—	OVERLAND PARK, KS	INVESTMENT ADVISOR	$41K	—

Investments

34 direct securities· $40.6M(100% of reported assets)

Mutual Funds

$33.7M

23 holdings

Other securities

$3.4M

7 holdings

Common Collective Trusts

$2.6M

2 holdings

Stable Value

$595K

1 holding

Common Stocks

$307K

1 holding

					% of plan
Vanguard Target Retirement 2030 Mutual fund	Mutual Funds	—	—	$5.0M	12.3%
Vanguard Target Retirement 2040 Mutual fund	Mutual Funds	—	—	$4.2M	10.3%
Vanguard Target Retirement 2050 Mutual fund	Mutual Funds	—	—	$3.5M	8.5%
Vanguard Growth Index Mutual fund	Mutual Funds	—	—	$3.0M	7.3%
DFA US Large Cap Growth Mutual fund	Mutual Funds	—	—	$3.0M	7.3%
Vanguard Target Retirement 2045 Mutual fund	Mutual Funds	—	—	$2.4M	6.0%
Fidelity 500 Index Mutual fund	Common Collective Trusts	—	—	$2.3M	5.6%
Vanguard Target Retirement 2035 Mutual fund	Mutual Funds	—	—	$2.2M	5.5%
Vanguard Target Retirement 2060 Mutual fund	Mutual Funds	—	—	$2.1M	5.2%
Vanguard Target Retirement 2055 Mutual fund	Mutual Funds	—	—	$1.7M	4.0%
Vanguard Target Retirement 2025 Mutual fund	Mutual Funds	—	—	$1.1M	2.6%
JPMorgan Equity Income Mutual fund	Other securities	—	—	$1000K	2.4%
Fidelity International Index Mutual fund	Mutual Funds	—	—	$769K	1.9%
American Funds Intl Growth and Income Mutual fund	Mutual Funds	—	—	$715K	1.8%
Carillon Eagle Mid Cap Growth Mutual fund	Other securities	—	—	$619K	1.5%
DFA US Small Cap Growth Mutual fund	Mutual Funds	—	—	$603K	1.5%
EI - Fixed Account Guaranteed investment contract	Stable Value	—	—	$595K	1.5%
Vanguard Target Retirement 2065 Mutual fund	Mutual Funds	—	—	$581K	1.4%
Vanguard Value Index Mutual fund	Mutual Funds	—	—	$536K	1.3%
iShares Russell Mid-Cap Index Mutual fund	Other securities	—	—	$494K	1.2%
Vanguard FTSE Social Index Mutual fund	Mutual Funds	—	—	$484K	1.2%
Vanguard Small Cap Value Index Mutual fund	Mutual Funds	—	—	$470K	1.2%
Vanguard Mid-Cap Value Index Mutual fund	Mutual Funds	—	—	$442K	1.1%
Metropolitan West Total Return Bond Mutual fund	Other securities	—	—	$400K	1.0%
American Century Mid Cap Value Mutual fund	Other securities	—	—	$388K	1.0%
iShares U.S. Aggregate Bond Index Mutual fund	Other securities	—	—	$327K	0.8%
Victory Sycamore Small Company Opp Mutual fund	Common Stocks	—	—	$307K	0.8%
Vanguard Mid-Cap Growth Index Mutual fund	Mutual Funds	—	—	$297K	0.7%
Vanguard Target Retirement 2020 Mutual fund	Mutual Funds	—	—	$281K	0.7%
iShares Russell 2000 Small-Cap Index Mutual fund	Common Collective Trusts	—	—	$268K	0.7%
Vanguard Small Cap Growth Index Mutual fund	Mutual Funds	—	—	$225K	0.6%
BrandywineGLOBAL Global Opp Bond Mutual fund	Other securities	—	—	$171K	0.4%
Vanguard Target Retirement Income Mutual fund	Mutual Funds	—	—	$148K	0.4%
Vanguard Target Retirement 2070 Mutual fund	Mutual Funds	—	—	$16K	<0.1%