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Original filing (PDF)20251009095753NAL0011209488002
CUHACI & PETERSON ARCHITECTS, ENGINEERS, PLANNERS, INC.
Form 5500
FILING_RECEIVED
CUHACI & PETERSON ARCHITECTS, ENGINEERS, PLANNERS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
202
Accounts w/ balance
295
Plan assets (EOY)
$11.6M
Net assets (EOY)
$11.6M
How this plan invests
This plan
1 pooled trust
Schedule D
38 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
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CUHACI & PETERSON ARCHITECTS, ENGINEERS, PLANNERS, INC..
Plan sponsor
Name
CUHACI & PETERSON ARCHITECTS, ENGINEERS, PLANNERS, INC.
EIN
59-3546788
Address
1925 PROSPECT AVENUE · ORLANDO, FL · 32814
Phone
(407) 661-9100
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
2025-10-09
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)
Auditor
ERIN M PERDUE CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | RECORDKEEPER | $3K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORTATION | 95-2834236 | — | INVESTMENT ADVISORY | — | — |
| MORNINGSTAR | 36-3297908 | — | INVESTMENT ADVISORY | — | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARTIN, MARTIN, RANDALL & ASSOCIATE | 64-0765749 | — | TPA | $0 | — |
Investments
38 direct securities · 1 pooled fund· $23.2M(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.
Uncategorized
$11.6M
38 holdings
Pooled Separate Account
$11.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VRIAC VOYA INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $11.5M | 99.2% | |
| American Funds American Funds Conservative Moderate and Income Fund | — | — | — | $2.3M | 19.8% | |
| Vanguard 500 Index Fund | — | — | — | $874K | 7.5% | |
| American Funds American Funds 2045 Target Date Fund | — | — | — | $769K | 6.6% | |
| American Funds American Funds 2050 Target Date Fund | — | — | — | $660K | 5.7% | |
| American Funds American Funds Growth Income Fund | — | — | — | $594K | 5.1% | |
| T Rowe Price T Rowe Price Blue Chip Growth Fund | — | — | — | $581K | 5.0% | |
| American Funds American Funds 2035 Target Date Fund | — | — | — | $551K | 4.7% | |
| American Funds American Funds 2040 Target Date Fund | — | — | — | $527K | 4.5% | |
| American Funds American Funds 2055 Target Date Fund | — | — | — | $507K | 4.4% | |
| VOYA Fixed Income Fund | — | — | — | $352K | 3.0% | |
| JP Morgan JP Morgan Large Cap Value Fund | — | — | — | $338K | 2.9% | |
| American Funds American Funds Fundemental Invesment Fund | — | — | — | $286K | 2.5% | |
| American Funds American Funds Growth Fund | — | — | — | $253K | 2.2% | |
| American Funds American Funds 2030 Target Date Fund | — | — | — | $236K | 2.0% | |
| American Funds American Funds 2065 Target Date Fund | — | — | — | $222K | 1.9% | |
| American Funds American Funds American Balanced Fund | — | — | — | $221K | 1.9% | |
| American Funds Amercian Funds New World Perspective Fund | — | — | — | $193K | 1.7% | |
| Vanguard Small Cap Index Fund | — | — | — | $191K | 1.6% | |
| American Funds American Funds New World Fund | — | — | — | $168K | 1.4% | |
| Vanguard Total International Stock Fund | — | — | — | $167K | 1.4% | |
| Vanguard Explorer Fund | — | — | — | $166K | 1.4% | |
| MFS Mid Cap Value Fund | — | — | — | $160K | 1.4% | |
| Vanguard MidCap Index Fund | — | — | — | $155K | 1.3% | |
| American Funds Amercian Funds Washington Mutual Funds | — | — | — | $153K | 1.3% | |
| American Funds American Funds 2060 Target Date Fund | — | — | — | $128K | 1.1% | |
| Participant Notes Receivable Rates 4.5% to 9.5% through October 2027 | — | — | — | $113K | 1.0% | |
| PGIM High Yield Fund | — | — | — | $101K | 0.9% | |
| VOYA Highy Yield Bond R6 Fund | — | — | — | $99K | 0.9% | |
| American Funds American Funds 2025 Target Date Fund | — | — | — | $93K | 0.8% | |
| Dimensional Funds Advisors DFA US Targeted Vl Portfolio Ins | — | — | — | $77K | 0.7% | |
| Baron Growth Fund | — | — | — | $75K | 0.6% | |
| Vanguard Vangaurd International Growth Fund | — | — | — | $70K | 0.6% | |
| Dimensional Funds Advisors DFA Inflation-Protected Securities | — | — | — | $51K | 0.4% | |
| American Funds Amercian Funds Conservative Growth and Income Fund | — | — | — | $51K | 0.4% | |
| American Funds American Funds 2020 Target Date Fund | — | — | — | $45K | 0.4% | |
| American Funds American Funds 2010 Target Date Fund | — | — | — | $42K | 0.4% | |
| Interest bearing cash VOYA Government Money Market Fund | — | — | — | $40K | 0.3% | |
| Pioneer Bond Fund K | — | — | — | $27K | 0.2% |
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