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Original filing (PDF)20251006151258NAL0006811984001
MOSELEY ARCHITECTS, P.C.
Form 5500
FILING_RECEIVED
MOSELEY ARCHITECTS, P.C. 401(K) PLAN
401(k) retirement plan
Active participants
337
Accounts w/ balance
412
Plan assets (EOY)
$76.5M
Net assets (EOY)
$76.5M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 22 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOSELEY ARCHITECTS, P.C..
Plan sponsor
Name
MOSELEY ARCHITECTS, P.C.
EIN
54-0901270
Address
3200 NORFOLK STREET · RICHMOND, VA · 23230
Phone
(804) 794-7555
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
2025-10-06
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
CHERRY BEKAERT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | RECORDKEEPER | $26K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TULL FINANCIAL GROUP, INC | — | CHESAPEAKE, VA | INVESTMENT ADVISOR | $127K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISORS INC | 23-2811930 | — | INV MGMT | $16K | — |
Investments
32 direct securities· $76.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds Growth Fund of America; R-6 | — | — | — | $8.8M | 11.5% | |
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $7.7M | 10.1% | |
| Vanguard LifeStrategy Growth Fund | — | — | — | $6.8M | 8.9% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $5.1M | 6.7% | |
| Vanguard Equity Income Fund Admiral Shares | — | — | — | $4.4M | 5.8% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $3.6M | 4.7% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $3.5M | 4.6% | |
| Vanguard LifeStrategy Moderate Growth Fund | — | — | — | $3.4M | 4.5% | |
| American Funds American Funds New Perspective Fund; Class R-6 | — | — | — | $3.3M | 4.3% | |
| American Funds American Funds Washington Mutual Investors Fund; Class R6 | — | — | — | $2.7M | 3.6% | |
| American Funds American Funds EuroPacific Growth Fund; Class R-6 | — | — | — | $2.4M | 3.1% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $2.4M | 3.1% | |
| Double Line DoubleLine Total Return Bond Fund; Class I | — | — | — | $2.3M | 3.0% | |
| Vanguard Total International Stock Index Fund Admiral Shr | — | — | — | $2.3M | 3.0% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $1.6M | 2.1% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $1.5M | 2.0% | |
| Vanguard LifeStrategy Conservative Growth Fund | — | — | — | $1.5M | 2.0% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $1.5M | 1.9% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $1.4M | 1.9% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $1.4M | 1.9% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $1.4M | 1.8% | |
| Vanguard Federal Money Market Fund | — | — | — | $1.4M | 1.8% | |
| DFA US Small Cap Portfolio Institutional Class | — | — | — | $1.2M | 1.6% | |
| Vanguard High-Yield Corporate Fund Admiral Shares | — | — | — | $1.1M | 1.5% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $1.1M | 1.4% | |
| Vanguard Real Estate Index Fund Admiral Shares | — | — | — | $692K | 0.9% | |
| Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $662K | 0.9% | |
| DFA Emerging Markets Portfolio; Institutional Class Shr | — | — | — | $526K | 0.7% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $402K | 0.5% | |
| Vanguard LifeStrategy Income Fund | — | — | — | $185K | 0.2% | |
| Vanguard Target Retirement Income | — | — | — | $96K | 0.1% | |
| Vanguard Retirement Savings Trust III | — | — | — | $10K | <0.1% |
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