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Original filing (PDF)20251010144643NAL0004344275001
J. DAVIS ARCHITECTS, PC
Form 5500
FILING_RECEIVED
J. DAVIS ARCHITECTS, PC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
57
Accounts w/ balance
116
Plan assets (EOY)
$11.6M
Net assets (EOY)
$11.6M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for J. DAVIS ARCHITECTS, PC.
Plan sponsor
Name
J. DAVIS ARCHITECTS, PC
EIN
56-2230849
Address
510 S. WILMINGTON STREET · RALEIGH, NC · 27601
Phone
(919) 835-1500
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
2025-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Auditor
SMITH LEONARD PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | RECORDKEEPER | $1K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL ADVISERS INC | — | RALEIGH, NC | INVESTMENT ADVISOR | $36K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRINITY PENSION GROUP | — | JAMESTOWN, NC | CONTRACT ADMIN | $3K | — |
Investments
33 direct securities· $11.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2045 Target Date Retirement Fund | — | — | — | $1.8M | 15.6% | |
| American Funds 2030 Target Date Retirement Fund | — | — | — | $1.6M | 14.2% | |
| American Funds Growth Fund of America | — | — | — | $1.6M | 14.0% | |
| American Funds 2040 Target Date Retirement Fund | — | — | — | $1.5M | 12.6% | |
| American Funds 2035 Target Date Retirement Fund | — | — | — | $675K | 5.8% | |
| American Funds Income Fund of America | — | — | — | $552K | 4.8% | |
| Clearbridge Mid Cap Fund | — | — | — | $322K | 2.8% | |
| American Funds New Perspective Fund | — | — | — | $314K | 2.7% | |
| American Funds New World Fund | — | — | — | $297K | 2.6% | |
| American Funds 2050 Target Date Retirement Fund | — | — | — | $295K | 2.6% | |
| Various Self-Directed Brokerage Accounts | — | — | — | $260K | 2.3% | |
| American Funds 2060 Target Date Retirement Fund | — | — | — | $259K | 2.2% | |
| American Funds 2055 Target Date Retirement Fund | — | — | — | $255K | 2.2% | |
| American Funds Europacific Growth Fund | — | — | — | $222K | 1.9% | |
| Invesco Oppenheimer Rising Dividends Fund | — | — | — | $206K | 1.8% | |
| PGIM Short-term Corporate Bond Fund | — | — | — | $168K | 1.5% | |
| American Funds 2025 Target Date Retirement Fund | — | — | — | $168K | 1.5% | |
| American Funds Investment Company of America Fund | — | — | — | $152K | 1.3% | |
| American Funds American Mutual Fund | — | — | — | $129K | 1.1% | |
| American Funds 2020 Target Date Retirement Fund | — | — | — | $126K | 1.1% | |
| Invesco Income Fund | — | — | — | $121K | 1.0% | |
| Invesco Small Cap Equity Fund | — | — | — | $119K | 1.0% | |
| Invesco Real Estate Fund | — | — | — | $90K | 0.8% | |
| American Funds 2065 Target Date Retirement Fund | — | — | — | $54K | 0.5% | |
| American Funds US Government Money Market Fund | — | — | — | $49K | 0.4% | |
| Blackrock Health Sciences Opportunity Fund | — | — | — | $46K | 0.4% | |
| American Funds 2010 Target Date Retirement Fund | — | — | — | $39K | 0.3% | |
| American Funds Capital World Bond Fund | — | — | — | $34K | 0.3% | |
| Blackrock High Yield Bond Fund | — | — | — | $31K | 0.3% | |
| Notes receivable from participants Interest rates of 4.25% to 9.50% | — | — | — | $27K | 0.2% | |
| American Funds American Balanced Fund | — | — | — | $21K | 0.2% | |
| American Funds International Growth and Income Fund | — | — | — | $13K | 0.1% | |
| American Funds 2015 Target Date Retirement Fund | — | — | — | $3K | <0.1% |
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