Back to filter
Original filing (PDF)20251014153156NAL0004394800001
ARCHITECTURAL WOODS, L.P.
Form 5500
FILING_RECEIVED
ARCHITECTURAL WOODS, L.P. 401(K) PLAN
401(k) retirement plan
Signals · 1
38% in single holding
Active participants
108
Accounts w/ balance
122
Plan assets (EOY)
$5.9M
Net assets (EOY)
$5.9M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
81
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "MassMutual MassMutual Select TRP Retirement 2030 M5" is 38% of plan.
Helping the score
- Below-peer total fees (33 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARCHITECTURAL WOODS, L.P..
Plan sponsor
Name
ARCHITECTURAL WOODS, L.P.
EIN
45-2968818
Address
801 E. 25TH STREET · TACOMA, WA · 98421
Phone
(253) 383-5484
Industry
Wholesale Tradesee 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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CHIAMPOU TRAVIS BESAW & KERSHNE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $15K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | — | NEW YORK, NY | INVESTMENT ADVISOR | $5K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $88 | — |
Investments
28 direct securities· $5.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MassMutual Select TRP Retirement 2030 M5 | — | — | — | $2.2M | 37.7% | |
| Vanguard 500 Index Fund | — | — | — | $609K | 10.3% | |
| MassMutual Select T. Rowe Price Retirement 2025 Fund | — | — | — | $485K | 8.2% | |
| MassMutual Select T. Rowe Price Retirement 2035 Fund | — | — | — | $461K | 7.8% | |
| Fidelity Growth Company Fund | — | — | — | $394K | 6.7% | |
| MassMutual Select Retirement Balanced 2045 Fund | — | — | — | $308K | 5.2% | |
| MassMutual SAGIC Diversified Bond II | — | — | — | $220K | 3.7% | |
| MassMutual Mid Cap Growth I | — | — | — | $189K | 3.2% | |
| MassMutual Blue Chip Growth Fund | — | — | — | $172K | 2.9% | |
| MassMutual Select TRP Retirement 2040 M5 | — | — | — | $155K | 2.6% | |
| MassMutual Select TRP Retirement 2055 M5 | — | — | — | $154K | 2.6% | |
| MassMutual Select TRP Retirement 2050 M5 | — | — | — | $93K | 1.6% | |
| MassMutual Small Cap Opps I | — | — | — | $79K | 1.3% | |
| John Hancock JHancock International Growth I | — | — | — | $70K | 1.2% | |
| MassMutual Select Retirement Balanced 2060 Fund | — | — | — | $58K | 1.0% | |
| Lazard International Equity Portfolio | — | — | — | $45K | 0.8% | |
| Fidelity Balanced Fund | — | — | — | $45K | 0.8% | |
| John Hancock JHancock Bond I | — | — | — | $41K | 0.7% | |
| MassMutual Select T. Row Prc Ret 2065 M5 | — | — | — | $23K | 0.4% | |
| Northern Mid Cap Index | — | — | — | $23K | 0.4% | |
| John Hancock JHancock Disciplined Value I | — | — | — | $20K | 0.3% | |
| MassMutual Select TRP Retirement 2020 M5 | — | — | — | $10K | 0.2% | |
| American Beacon American Beacon Small Cp Val R5 | — | — | — | $9K | 0.2% | |
| Nuveen Real Estate Securities Fund | — | — | — | $7K | 0.1% | |
| Dodge & Cox Dodge & Cox Global Bond Fund | — | — | — | $6K | 0.1% | |
| Federated Hermes Federated Hermes MDT Small Cap Core IS | — | — | — | $4K | <0.1% | |
| MFS Investment Management MFS Mid Cap Value R4 | — | — | — | $3K | <0.1% | |
| MassMutual Select TRP Retirement Bal M5 | — | — | — | $2K | <0.1% |
Related plans
Other plans using EMPOWER LIFE & ANNUITY INSURANCE CO
JETBLUE AIRWAYS CORPORATION
JETBLUE AIRWAYS RETIREMENT PLAN
$5.4B · 23,089 participants
THE NEW YORK-PRESBYTERIAN HOSPITAL
THE RETIREMENT SAVINGS PLAN
$4.8B · 50,152 participants
BARCLAYS SERVICES CORPORATION
BARCLAYS 401(K) PLAN
$3.6B · 11,498 participants
SKADDEN ARPS SLATE MEAGHER & FLOM, LLP
SKADDEN ARPS SLATE MEAGHER & FLOM SAVINGS PLAN
$1.5B · 2,957 participants
CONSTELLATION BRANDS, INC.
CONSTELLATION BRANDS, INC. 401(K) AND PROFIT SHARING PLAN
$1.1B · 4,111 participants
SOCIETE GENERALE (NEW YORK)
SOCIETE GENERALE SAVINGS AND INVESTMENT/RETIREMENT PLAN
$1.1B · 2,211 participants
Similar-size Wholesale Trade plans
TRIANGLE BUILDING PRODUCTS CORP.
TRIANGLE BUILDING PRODUCTS CORP 401(K) PLAN
$5.9M · 55 participants
DOOR SYSTEMS, INC
DOOR SYSTEMS, INC. 401(K) PROFIT SHARING PLAN
$5.9M · 161 participants
LANCE CONSTRUCTION SUPPLIES, INC.
LANCE SALARIED EMPLOYEES' PROFIT SHARING PLAN AND TRUST
$6.0M · 15 participants
THE APPALACHIAN HARDWOOD LUMBER COM
APPALACHIAN HARDWOOD LUMBER COMPANY RETIREMENT PLAN
$5.9M · 26 participants
TAIGA BUILDING PRODUCTS
TAIGA BUILDING PRODUCTS 401(K) PLAN
$6.0M · 58 participants
THE AMERICAN TRADE GROUP, INC.
AMERICAN LUMBER 401(K) PROFIT SHARING PLAN
$6.0M · 102 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants