Original filing (PDF)20251008161312NAL0003420627001

THE AMERICAN INSTITUTE OF ARCHITECTS

Name: THE AMERICAN INSTITUTE OF ARCHITECTS — THE AMERICAN INSTITUTE OF ARCHITECTS EMPLOYEES' SAVINGS PLAN, Form 5500 (2024)
Creator: THE AMERICAN INSTITUTE OF ARCHITECTS

Form 5500

FILING_RECEIVED

THE AMERICAN INSTITUTE OF ARCHITECTS EMPLOYEES' SAVINGS PLAN

401(k) retirement plan

Active participants

152

Accounts w/ balance

292

Plan assets (EOY)

$60.3M

Net assets (EOY)

$60.3M

How this plan invests

This plan

2 pooled trusts

Schedule D

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

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

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE AMERICAN INSTITUTE OF ARCHITECTS.

Plan sponsor

Name

THE AMERICAN INSTITUTE OF ARCHITECTS

EIN

53-0025930

Address

1735 NEW YORK AVENUE, N.W. · WASHINGTON, DC · 200065209

Phone

(202) 626-7313

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2E · Profit-sharing

2J · 401(k) feature

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$19K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ONEDIGITAL INVESTMENT ADVISORS LLC	43-1451524	—	ADVISOR	$20K	—

Investments

33 direct securities · 2 pooled funds· $61.3M(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 securities

$59.9M

31 holdings

Common Collective Trust

$984K

2 holdings

Bonds / Notes

$324K

1 holding

Cash / Money Market

$65K

1 holding

					% of plan
Fidelity Freedom Index 2035 Fund Institutional Premium Class	Other securities	—	—	$8.3M	13.7%
Fidelity Freedom Index 2040 Fund Institutional Premium Class	Other securities	—	—	$7.8M	12.9%
Fidelity Freedom Index 2030 Fund Institutional Premium Class	Other securities	—	—	$7.7M	12.7%
Fidelity Freedom Index 2045 Fund Institutional Premium Class	Other securities	—	—	$7.6M	12.6%
Fidelity Freedom Index 2025 Fund Institutional Premium Class	Other securities	—	—	$7.0M	11.6%
Fidelity 500 Index Fund	Other securities	—	—	$4.7M	7.7%
Fidelity Freedom Index 2050 Fund Institutional Premium Class	Other securities	—	—	$3.4M	5.7%
Fidelity Freedom Index 2020 Fund Institutional Premium Class	Other securities	—	—	$3.0M	5.0%
Fidelity Freedom Index 2055 Fund Institutional Premium Class	Other securities	—	—	$2.5M	4.1%
Vanguard Wellesley Income Fund Admiral Shares	Other securities	—	—	$1.3M	2.2%
Vanguard Retirement Savings Trust IV	Other securities	—	—	$984K	1.6%
VANG RET SAV TR IV VANGUARD FIDUCIARY TRUST COMPANY · EIN 61-6451184 / PN 025	Common Collective Trust	—	—	$984K	1.6%
Vanguard PRIMECAP Fund Admiral Shares	Other securities	—	—	$714K	1.2%
JPMorgan Large Cap Growth Fund Class R6	Other securities	—	—	$613K	1.0%
Fidelity Freedom Index 2060 Fund Institutional Premium Class	Other securities	—	—	$595K	1.0%
Fidelity Mid Cap Index Fund	Other securities	—	—	$573K	1.0%
Fidelity Freedom Index Retirement Fund Institutional Premium Class	Other securities	—	—	$526K	0.9%
Vanguard Equity-Income Fund Admiral Shares	Other securities	—	—	$464K	0.8%
Janus Henderson Janus Henderson Enterprise Fund Class N	Other securities	—	—	$432K	0.7%
Fidelity U.S. Sustainability Index Fund	Other securities	—	—	$359K	0.6%
Participants 4.25% to 9.5%; maturing through 2052	Bonds / Notes	—	—	$324K	0.5%
Vanguard International Growth Fund Admiral Shares	Other securities	—	—	$309K	0.5%
Vanguard Windsor II Fund Admiral Shares	Other securities	—	—	$298K	0.5%
Fidelity Freedom Index 2015 Fund Institutional Premium Class	Other securities	—	—	$285K	0.5%
Fidelity Small Cap Index Fund	Other securities	—	—	$280K	0.5%
Fidelity Freedom Index 2065 Fund Institutional Premium Class	Other securities	—	—	$94K	0.2%
Fidelity International Index Fund	Other securities	—	—	$88K	0.1%
Vanguard Cash Reserves Federal Money Market Fund Admiral Shares	Cash / Money Market	—	—	$65K	0.1%
Fidelity U.S. Bond Index Fund	Other securities	—	—	$50K	<0.1%
Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares	Other securities	—	—	$39K	<0.1%
American Funds American Funds New World Fund Class R6	Other securities	—	—	$20K	<0.1%
Calvert International Calvert International Responsible Index Fund Class R6	Other securities	—	—	$20K	<0.1%
Vanguard Total International Bond Index Fund Admiral Shares	Other securities	—	—	$13K	<0.1%
Victory Sycamore Victory Sycamore Established Value Fund Class R6	Other securities	—	—	$10K	<0.1%
VANGUARD RETIREMENT SAVINGS TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5436422 / PN 022	Common Collective Trust	—	—	$0	<0.1%