Original filing (PDF)20241011142740NAL0011019731001

Archbright Multiple Employer Plan Board of Directors

Name: Archbright Multiple Employer Plan Board of Directors — Form 5500 Plan 001 (2023)
Creator: Archbright Multiple Employer Plan Board of Directors
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Archbright Multiple Employer Plan AS Adopted by Association Services of Washington, Inc.

401(k) retirement plan · Archbright Multiple Employer Plan Board of Directors' Archbright Multiple Employer Plan AS Adopted by Association Services of Washington, Inc. held $11.6M in plan assets for 103 participants in 2023, with Pentegra Services, Inc. as recordkeeper.

Signals · 1

90% in single holding

Active participants

103

Accounts w/ balance

148

Plan assets (EOY)

$11.6M

Net assets (EOY)

$11.6M

People on this filing

Betty Caldwell signed Archbright Multiple Employer Plan Board of Directors' 2023 Form 5500 as plan administrator.

Betty Caldwell — 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

Archbright Multiple Employer Plan Board of Directors' EIN is 47-1833207.

EIN 47-1833207

Plan number 001

Plan year 2023

ACK ID 20241011142740NAL0011019731001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Archbright Multiple Employer Plan Board of Directors from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Archbright Multiple Employer Plan Board of Directors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ARCHBRIGHT MULTIPLE EMPLOYER PLAN BOARD OF DIRECTORS.

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How this plan invests

This plan

1 pooled trust

Schedule D

31 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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (23rd percentile).

Plan sponsor

Name

ARCHBRIGHT MULTIPLE EMPLOYER PLAN BOARD OF DIRECTORS

EIN

all filings

Address

701 WESTCHESTER AVENUE, SUITE 320 E · WHITE PLAINS, NY · 10604

Phone

(866) 633-4015

Industry

Professional & Technical Services

Plan administrator

Name

PENTEGRA SERVICES, INC.

EIN

13-3475616

City

WHITE PLAINS, NY

Phone

(800) 872-3473

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-11

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)

Service providers (Schedule C)

3 rows

Custodian

Name	EIN	Location	Relation	Direct comp	Indirect comp
RELIANCE TRUST	58-1428634	—	CUSTODIAL	$0	—

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PENTEGRA SERVICES, INC.	13-3745616	—	RECORDKEEPER	$55K	—

Advisor / Consultant

Investments

31 direct securities · 1 pooled fund· $12.7M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Other

$10.5M

2 holdings

Common Collective Trust

$1.1M

1 holding

Pooled Separate Accounts

$794K

27 holdings

Common Stocks

$257K

1 holding

Other securities

$11K

1 holding

					% of plan
[Assets held in registered investment companies (mutual funds)]	Other	—	—	$10.4M	89.7%
THE STANDARD STABLE ASSET II THE STANDARD · EIN 93-0242990 / PN 003	Common Collective Trust	—	—	$1.1M	9.1%
Standard Insurance Company Deposit administration contract	Common Stocks	—	—	$257K	2.2%
Standard Insurance Company Separate Account A Fidelity 500 Index	Pooled Separate Accounts	—	—	$154K	1.3%
[Assets held in participant loans]	Other	—	—	$128K	1.1%
Standard Insurance Company Separate Account A JPMorgan Large Cap Growth R6	Pooled Separate Accounts	—	—	$98K	0.8%
Standard Insurance Company Separate Account A MFS Intl Diversification R6	Pooled Separate Accounts	—	—	$83K	0.7%
Standard Insurance Company Separate Account A Vanguard Windsor II Adm	Pooled Separate Accounts	—	—	$58K	0.5%
Standard Insurance Company Separate Account A T.Rowe Price Mid-Cap Gr I	Pooled Separate Accounts	—	—	$57K	0.5%
Standard Insurance Company Separate Account A PIMCO Total Return Instl	Pooled Separate Accounts	—	—	$57K	0.5%
Standard Insurance Company Separate Account A Fidelity Mid Cap Index	Pooled Separate Accounts	—	—	$41K	0.4%
Standard Insurance Company Separate Account A Vanguard Wellington Adm	Pooled Separate Accounts	—	—	$34K	0.3%
Standard Insurance Company Separate Account A JPMorgan Small Cap Growth R6	Pooled Separate Accounts	—	—	$29K	0.3%
Standard Insurance Company Separate Account A MFS Growth R6	Pooled Separate Accounts	—	—	$24K	0.2%
Standard Insurance Company Separate Account A Vanguard Target Retire 2035	Pooled Separate Accounts	—	—	$17K	0.1%
Standard Insurance Company Separate Account A DFA US Targeted Value I	Pooled Separate Accounts	—	—	$17K	0.1%
Standard Insurance Company Separate Account A Allspring Specl MdCp Val Ins	Pooled Separate Accounts	—	—	$16K	0.1%
Standard Insurance Company Separate Account A Vanguard Target Retire 2040	Pooled Separate Accounts	—	—	$14K	0.1%
Standard Insurance Company Separate Account A Vanguard Target Retire 2045	Pooled Separate Accounts	—	—	$14K	0.1%
Standard Insurance Company Separate Account A Fidelity Small Cap Index	Pooled Separate Accounts	—	—	$14K	0.1%
Standard Insurance Company Separate Account A Vanguard Target Retire 2050	Pooled Separate Accounts	—	—	$14K	0.1%
Standard Insurance Company Separate Account A Vanguard Target Retire 2030	Pooled Separate Accounts	—	—	$11K	<0.1%
maturing through December 2035 -0-	Other securities	—	—	$11K	<0.1%
Standard Insurance Company Separate Account A Vanguard Target Retire 2055	Pooled Separate Accounts	—	—	$10K	<0.1%
Standard Insurance Company Separate Account A Vanguard Infl-Prot Sec Adm	Pooled Separate Accounts	—	—	$9K	<0.1%
Standard Insurance Company Separate Account A Vanguard Target Retire 2060	Pooled Separate Accounts	—	—	$6K	<0.1%
Standard Insurance Company Separate Account A Vanguard Dev Mkts Idx Adm	Pooled Separate Accounts	—	—	$6K	<0.1%
Standard Insurance Company Separate Account A Vanguard Target Retire 2025	Pooled Separate Accounts	—	—	$6K	<0.1%
Standard Insurance Company Separate Account A Vanguard Target Retire 2065	Pooled Separate Accounts	—	—	$2K	<0.1%
Standard Insurance Company Separate Account A Vanguard Target Retire 2020	Pooled Separate Accounts	—	—	$1K	<0.1%
Standard Insurance Company Separate Account A Vanguard Target Retire Incm	Pooled Separate Accounts	—	—	$1K	<0.1%
Standard Insurance Company Separate Account A Carillon Eagle MC Growth R6	Pooled Separate Accounts	—	—	$2	<0.1%