CSA Architects & Engineers, LLP's EIN is 66-0378904.
Download the official 2024 Form 5500 (PDF) for CSA Architects & Engineers, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CSA Architects & Engineers, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $113K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $23K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| IShares S&P 500 Index K | Common Collective Trusts | — | — | $3.4M | 19.9% | |
| American Funds Washington Mutual R6 | Mutual Funds | — | — | $2.1M | 12.5% | |
| Party-in-interest Guaranteed insurance, at contract value | Other securities | — | — | $1.6M | 9.4% | |
| American Century Ultra 1 | Other securities | — | — | $1.2M | 7.0% | |
| Party-in-interest MassMutual Mid Cap Growth I | Other securities | — | — | $1.1M | 6.4% | |
| Nuveen Small Cap Growth Opp I | Mutual Funds | — | — | $938K | 5.5% | |
| Party-in-interest MassMutual 40/60 Allocation I | Other securities | — | — | $771K | 4.6% | |
| American Funds Bond Fund of Amer R6 | Mutual Funds | — | — | $552K | 3.3% | |
| PIMCO Income INSTL | Mutual Funds | — | — | $515K | 3.0% | |
| Vanguard Target Retirement 2045 INV | Mutual Funds | — | — | $466K | 2.8% | |
| Fidelity Advisor International Cap App Z | Mutual Funds | — | — | $465K | 2.8% | |
| Vanguard Target Retirement 2035 INV | Mutual Funds | — | — | $407K | 2.4% | |
| Nuveen International Equity Index R6 | Common Collective Trusts | — | — | $364K | 2.2% | |
| Victory Sycamore Established Value R6 | Other securities | — | — | $309K | 1.8% | |
| IShares U.S. Aggregate Bond Index K | Other securities | — | — | $289K | 1.7% | |
| DFA US Targeted Value I | Mutual Funds | — | — | $248K | 1.5% | |
| Vanguard Target Retirement 2030 INV | Mutual Funds | — | — | $223K | 1.3% | |
| Vanguard Target Retirement 2040 INV | Mutual Funds | — | — | $179K | 1.1% | |
| Notes receivable from participants Participant loans with interest rate of 4.25% - 9.50% | Bonds / Notes | — | — | $163K | 1.0% | |
| American Funds New World R6 | Mutual Funds | — | — | $162K | 1.0% | |
| Vanguard Target Retirement 2060 INV | Mutual Funds | — | — | $162K | 1.0% | |
| Party-in-interest MassMutual 80/20 Allocation I | Other securities | — | — | $134K | 0.8% | |
| Nuveen Real Estate Securities Select R6 | Mutual Funds | — | — | $133K | 0.8% | |
| Forfeitures | Other securities | — | — | $131K | 0.8% | |
| DFA Intermediate Govt Fixed-Income I | Mutual Funds | — | — | $124K | 0.7% | |
| Party-in-interest MassMutual High Yield I | Other securities | — | — | $119K | 0.7% | |
| Vanguard Small Cap Index ADM | Mutual Funds | — | — | $106K | 0.6% | |
| Invesco Intermediate Bond Factor R6 | Mutual Funds | — | — | $106K | 0.6% | |
| Dodge & Cox Global Bond- I | Mutual Funds | — | — | $104K | 0.6% | |
| Vanguard Target Retirement 2055 INV | Mutual Funds | — | — | $98K | 0.6% | |
| Party-in-interest MassMutual 20/80 Allocation I | Other securities | — | — | $66K | 0.4% | |
| BlackRock Energy Opportunities INST | Other securities | — | — | $54K | 0.3% | |
| Vanguard Target Retirement 2025 INV | Mutual Funds | — | — | $53K | 0.3% | |
| Party-in-interest MassMutual 60/40 Allocation I | Other securities | — | — | $40K | 0.2% | |
| American Beacon INTL Equity R5 | Other securities | — | — | $38K | 0.2% | |
| Vanguard Target Retirement 2050 INV | Mutual Funds | — | — | $26K | 0.2% | |
| Vanguard Target Retirement 2020 INV | Mutual Funds | — | — | $21K | 0.1% | |
| Vanguard Target Retirement Income INV | Mutual Funds | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION SERVICES, INC. | 65-0158316 | — | TPA | $13K | — |
