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Original filing (PDF)20250421134130NAL0001560179001

PIEPER O'BRIEN HERR ARCHITECTS

Form 5500
FILING_RECEIVED
PIEPER O'BRIEN HERR ARCHITECTS EMPLOYEE BENEFIT PLAN
Health & welfare plan
Active participants
21
Accounts w/ balance
Plan assets (EOY)
Net assets (EOY)
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PIEPER O'BRIEN HERR ARCHITECTS.
Plan sponsor
Name
PIEPER O'BRIEN HERR ARCHITECTS
EIN
58-1735682
Address
3000 ROYAL BLVD SOUTH · ALPHARETTA, GA · 30022
Phone
(770) 569-1706
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-04-21
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone

Service providers (Schedule C)

1 rows
Other
1
NameEINLocationRelationDirect compIndirect comp
UNITED HEALTHCARE SERVICES INC.41-1289245ADMINISTRATOR$3K

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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