How big is Grace Hebert Curtis Architects, LLC's plan?

Grace Hebert Curtis Architects, LLC's plan reported $29.3M in assets and 390 participants for 2024.

Original filing (PDF)20251013083445NAL0000383075001

Grace Hebert Curtis Architects, LLC

Name: Grace Hebert Curtis Architects, LLC — Form 5500 (2024)
Creator: Grace Hebert Curtis Architects, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

401(k) retirement plan · Grace Hebert Curtis Architects, LLC held $29.3M in plan assets for 390 participants in 2024, with Fidelity as recordkeeper.

Active participants

390

Accounts w/ balance

326

Plan assets (EOY)

$29.3M

Net assets (EOY)

$29.3M

People on this filing

Britney HORN signed Grace Hebert Curtis Architects, LLC's 2024 Form 5500 as plan administrator.

Britney HORN — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Grace Hebert Curtis Architects, LLC's EIN is 72-1256604.

EIN 72-1256604

Plan number 001

Plan year 2024

ACK ID 20251013083445NAL0000383075001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Grace Hebert Curtis Architects, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Grace Hebert Curtis Architects, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GRACE HEBERT CURTIS ARCHITECTS, LLC.

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How this plan invests

This plan

36 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (17th percentile).

Plan sponsor

Name

GRACE HEBERT CURTIS ARCHITECTS, LLC

EIN

all filings

Address

501 GOVERNMENT STREET · SUITE 200 · BATON ROUGE, LA · 70802

Phone

(225) 338-5569

Industry

Professional & Technical Services

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

2025-10-13

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)

2A · Age/service weighted or new comparability

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$27K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$13K	—

Investments

36 direct securities· $29.1M(100% of reported assets)

Mutual Funds

$18.2M

23 holdings

Other securities

$7.0M

11 holdings

Common Collective Trusts

$3.7M

1 holding

Bonds / Notes

$245K

1 holding

					% of plan
iShares S&P 500 Index K	Common Collective Trusts	—	—	$3.7M	12.6%
T. Rowe Price T. Rowe Price Blue Chip Growth I	Other securities	—	—	$3.0M	10.2%
American Funds American Funds 2030 Trgt Date Retire R6	Mutual Funds	—	—	$2.3M	7.7%
American Funds American Funds American Balanced R5	Mutual Funds	—	—	$2.0M	6.8%
American Funds American Funds 2035 Trgt Date Retire R6	Mutual Funds	—	—	$1.8M	6.3%
PGIM Total Return Bond R6	Other securities	—	—	$1.6M	5.6%
American Funds American Funds 2045 Trgt Date Retire R6	Mutual Funds	—	—	$1.4M	4.8%
Fidelity Management Trust Company Fidelity Large Cap Growth Index	Mutual Funds	—	—	$1.4M	4.8%
Fidelity Management Trust Company Fidelity Mid Cap Index	Mutual Funds	—	—	$1.3M	4.4%
Fidelity Management Trust Company Fidelity Total International Index	Mutual Funds	—	—	$1.1M	3.8%
American Funds American Funds 2025 Trgt Date Retire R6	Mutual Funds	—	—	$1.1M	3.8%
American Funds American Funds 2040 Trgt Date Retire R6	Mutual Funds	—	—	$938K	3.2%
JPMorgan Equity Income R6	Other securities	—	—	$875K	3.0%
American Funds American Funds 2055 Trgt Date Retire R6	Mutual Funds	—	—	$745K	2.5%
American Funds American Funds 2050 Trgt Date Retire R6	Mutual Funds	—	—	$605K	2.1%
ClearBridge International Growth I	Other securities	—	—	$585K	2.0%
Fidelity Management Trust Company Fidelity Large Cap Value Index	Mutual Funds	—	—	$558K	1.9%
American Funds American Funds New Perspective R6	Mutual Funds	—	—	$409K	1.4%
American Funds American Funds 2020 Trgt Date Retire R6	Mutual Funds	—	—	$390K	1.3%
Fidelity Management Trust Company Fidelity Govt Money Market K6	Mutual Funds	—	—	$359K	1.2%
American Funds American Funds 2060 Trgt Date Retire R6	Mutual Funds	—	—	$345K	1.2%
American Funds American Funds New World R6	Mutual Funds	—	—	$337K	1.2%
Pear Tree Pear Tree Polaris Foreign Value R6	Other securities	—	—	$322K	1.1%
Fidelity Management Trust Company Fidelity Small Cap Index	Mutual Funds	—	—	$284K	1.0%
Notes Receivable from Participants Maturity dates ranging from 2025 to 2029 Interest rates ranging from 4.25% - 10.50%	Bonds / Notes	—	—	$245K	0.8%
Cohen & Steers Cohen & Steers Instl Realty Shares	Other securities	—	—	$245K	0.8%
Nuance Mid Cap Value Institutional	Other securities	—	—	$215K	0.7%
Lord Abbett Lord Abbett Short Duration Income Fund	Mutual Funds	—	—	$206K	0.7%
American Funds American Funds 2015 Trgt Date Retire R6	Mutual Funds	—	—	$197K	0.7%
PIMCO Income Instl	Mutual Funds	—	—	$177K	0.6%
American Funds American Funds 2065 Trgt Date Retire R6	Mutual Funds	—	—	$167K	0.6%
PGIM High Yield Fund R6	Other securities	—	—	$101K	0.3%
BlackRock Mid-Cap Growth Equity K	Other securities	—	—	$53K	0.2%
PIMCO International Bond Fund	Mutual Funds	—	—	$7K	<0.1%
Virtus KAR Small-Cap Growth R6	Other securities	—	—	$7K	<0.1%
Neuberger Berman Neuberger Berman Intrinsic Value Fund	Other securities	—	—	$2K	<0.1%