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Original filing (PDF)20251013080708NAL0001499024001
ARCHITECTURAL DIVISION 8
Form 5500
FILING_RECEIVED
ARCHITECTURAL DIVISION 8 401(K) PLAN
401(k) retirement plan
Signals · 2
62% in single holdingNo recordkeeper disclosed
Active participants
138
Accounts w/ balance
149
Plan assets (EOY)
$17.0M
Net assets (EOY)
$17.0M
How this plan invests
This plan
1 pooled trust
Schedule D
43 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Lincoln Nat' Life - Director - Guaranteed Stable Value Group Annuity Contract -" is 62% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARCHITECTURAL DIVISION 8.
Plan sponsor
Name
ARCHITECTURAL DIVISION 8
EIN
74-2579332
Address
2425 BROCKTON #101 · SAN ANTONIO, TX · 78217
Phone
(210) 826-6616
Industry
Wholesale Tradesee 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
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WEAVER & TIDWELL, L.L.P.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCE BENEFIT GROUP OF HOUSTON | — | HOUSTON, TX | TPA | $8K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $3K | — |
Investments
43 direct securities · 1 pooled fund· $23.0M(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
$16.7M
43 holdings
Pooled Separate Account
$6.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Lincoln Nat' Life - Director - Guaranteed Stable Value Group Annuity Contract - | — | — | — | $10.4M | 61.2% | |
| LINCOLN LIFE SEPARATE ACCOUNT 4K LINCOLN NATIONAL LIFE INSURANCE CO · EIN 35-0472300 / PN 402 | Pooled Separate Account | — | — | $6.3M | 37.0% | |
| Lincoln Nat' Life - Director - Vanguard 500 Index SACG Mutual fund - | — | — | — | $1.1M | 6.3% | |
| Lincoln Nat' Life - Director - SS Rsl Lrg Cap Grw NL SAA7 Mutual fund - | — | — | — | $965K | 5.7% | |
| Lincoln Nat' Life - Director - AmerFunds InvestCo Amer SA6G Mutual fund - | — | — | — | $902K | 5.3% | |
| Lincoln Nat' Life - Director - YourPath Hybrid 2040 Con SAFG Mutual fund - 2 * Lincoln Nat' Life - Director - YourPath Hybrid 2040 Mod SAFH Mutual fund - | — | — | — | $486K | 2.9% | |
| Lincoln Nat' Life - Director - YourPath Hybrid 2045 Mod SAFL Mutual fund - | — | — | — | $315K | 1.9% | |
| Lincoln Nat' Life - Director - VG Mid Cap Val Idx Admrl SAB4 Mutual fund - | — | — | — | $286K | 1.7% | |
| Lincoln Nat' Life - Director - YourPath Hybrid 2035 Mod SAFE Mutual fund - | — | — | — | $263K | 1.5% | |
| Lincoln Nat' Life - Director - YourPath Hybrid 2050 Mod SAFO Mutual fund - | — | — | — | $220K | 1.3% | |
| Lincoln Nat' Life - Director - VG Int Val Inv Shares SAAY Mutual fund - | — | — | — | $214K | 1.3% | |
| Lincoln Nat' Life - Director - YourPath Hybrid 2020 Mod SAF4 Mutual fund - | — | — | — | $182K | 1.1% | |
| Lincoln Nat' Life - Director - YourPath Hybrid 2030 Mod SAFB Mutual fund - | — | — | — | $166K | 1.0% | |
| Lincoln Nat' Life - Director - Vanguard Value Index Adml SAE5 Mutual fund - | — | — | — | $161K | 0.9% | |
| Lincoln Nat' Life - Director - YourPath Hybrid 2055 Mod SAFR Mutual fund - | — | — | — | $148K | 0.9% | |
| Lincoln Nat' Life - Director - YourPath Hybrid 2065 Agg SAFZ Mutual fund - | — | — | — | $123K | 0.7% | |
| Lincoln Nat' Life - Director - Vanguard Sm Cap Value Ind SAE7 Mutual fund - | — | — | — | $115K | 0.7% | |
| Lincoln Nat' Life - Director - VG Int Grw Admrl Shares SAAX Mutual fund - | — | — | — | $112K | 0.7% | |
| Lincoln Nat' Life - Director - YourPath Hybrid 2060 Agg SAFW Mutual fund - | — | — | — | $82K | 0.5% | |
| Lincoln Nat' Life - Director - YourPath Hybrid 2060 Mod SAFV Mutual fund - | — | — | — | $75K | 0.4% | |
| Lincoln Nat' Life - Director - YourPath Hybrid 2015 Con SAEZ Mutual fund - | — | — | — | $65K | 0.4% | |
| Lincoln Nat' Life - Director - YourPath Hybrid Rlnc Mod SAG2 Mutual fund - | — | — | — | $37K | 0.2% | |
| Lincoln Nat' Life - Director - Baird Aggregate Bond Inst SAEZ Mutual fund - | — | — | — | $34K | 0.2% | |
| Lincoln Nat' Life - Director - VG REI Fund Admiral Shrs SAB5 Mutual fund - | — | — | — | $29K | 0.2% | |
| Lincoln Nat' Life - Director - VG High Yld Corp Admrl SAAV Mutual fund - | — | — | — | $27K | 0.2% | |
| Lincoln Nat' Life - Director - VG Mid Cap Grw Idx Admrl SAB3 Mutual fund - | — | — | — | $24K | 0.1% | |
| Lincoln Nat' Life - Director - AmerFunds AmerBal SA6B Mutual fund - | — | — | — | $23K | 0.1% | |
| Lincoln Nat' Life - Director - SS Rsl Sml Cap Grw NL SAA9 Mutual fund - | — | — | — | $22K | 0.1% | |
| Lincoln Nat' Life - Director - YourPath Hybrid 2065 Mod SAFY Mutual fund - | — | — | — | $19K | 0.1% | |
| Lincoln Nat' Life - Director - PIMCO Cmdty RIRetrn Strat SA9Y Mutual fund - | — | — | — | $16K | <0.1% | |
| Lincoln Nat' Life - Director - VG Emgng Mkt Stk Admrl SAAS Mutual fund - | — | — | — | $15K | <0.1% | |
| Lincoln Nat' Life - Director - PIMCO Intl Bond Fnd Admin SAA1 Mutual fund - | — | — | — | $14K | <0.1% | |
| Lincoln Nat' Life - Director - YourPath Hybrid 2025 Mod SAF7 Mutual fund - | — | — | — | $13K | <0.1% | |
| Lincoln Nat' Life - Director - YourPath Hybrid 2040 Agg SAFL Mutual fund - | — | — | — | $13K | <0.1% | |
| Lincoln Nat' Life - Director - YourPath Hybrid 2015 Mod SAF1 Mutual fund - | — | — | — | $10K | <0.1% | |
| Lincoln Nat' Life - Director - YourPath Hybrid 2055 Agg SAFS Mutual fund - | — | — | — | $9K | <0.1% | |
| Lincoln Nat' Life - Director - YourPath Hybrid 2060 Con SAFT Mutual fund - | — | — | — | $8K | <0.1% | |
| Lincoln Nat' Life - Director - VG Inflation Protectd Sec SAAW Mutual fund - | — | — | — | $7K | <0.1% | |
| Lincoln Nat' Life - Director - YourPath Hybrid 2025 Con SAF6 Mutual fund - | — | — | — | $7K | <0.1% | |
| Lincoln Nat' Life - Director - YourPath Hybrid 2065 Con SAFX Mutual fund - | — | — | — | $5K | <0.1% | |
| Lincoln Nat' Life - Director - YourPath Hybrid 2050 Con SAFN Mutual fund - | — | — | — | $5K | <0.1% | |
| Lincoln Nat' Life - Director - VG Dev Markets Idx Admrl SACH Mutual fund - | — | — | — | $4K | <0.1% | |
| Lincoln Nat' Life - Director - YourPath Hybrid 2045 Agg SAFM Mutual fund - | — | — | — | $2K | <0.1% | |
| Lincoln Nat' Life - Director - YourPath Hybrid Rlnc Agg SAG3 Mutual fund - | — | — | — | $1K | <0.1% |
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