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Original filing (PDF)20250723123926NAL0002019299001
DG ARCHITECTS, INC. DGA
Form 5500
FILING_RECEIVED
DGA 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
170
Accounts w/ balance
179
Plan assets (EOY)
$40.2M
Net assets (EOY)
$40.2M
How this plan invests
This plan
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DG ARCHITECTS, INC. DGA.
Plan sponsor
Name
DG ARCHITECTS, INC. DGA
EIN
77-0410414
Address
550 ELLIS STREET · MOUNTAIN VIEW, CA · 94043
Phone
(650) 943-1660
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
2025-07-23
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2H · Partial participant-directed accounts
2J · 401(k) feature
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PRICEKUBECKA PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | — | WALTHAM, MA | NONE | $91K | — |
| ASCENSUS LLC | 11-3665754 | — | NONE | $19K | — |
| JOHN HANCOCK RETIREMENT PLAN SVCS | 01-0233346 | — | NONE | $152 | — |
Investments
37 direct securities· $38.0M(94% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fd Admiral Mutual Fund | — | — | — | $7.7M | 19.2% | |
| JP Morgan Large Growth R6 Mutual Fund | — | — | — | $4.9M | 12.3% | |
| Columbia Contrarian Core Inst3 Mutual Fund | — | — | — | $3.9M | 9.6% | |
| Vanguard Windsor II Admiral Mutual Fund | — | — | — | $3.2M | 7.9% | |
| Vanguard Total Int Idx Adm Mutual Fund | — | — | — | $2.6M | 6.4% | |
| iShares US Aggte Bond Index K Mutual Fund | — | — | — | $2.2M | 5.5% | |
| Amer Target 2035 Fund R6 Mutual Fund | — | — | — | $1.6M | 4.0% | |
| Baird Intermediate Bd Inst Mutual Fund | — | — | — | $1.5M | 3.8% | |
| Credit Suisse Strat Income I Mutual Fund | — | — | — | $1.3M | 3.1% | |
| Vanguard Intl Growth Fund Adm Mutual Fund | — | — | — | $1.2M | 2.9% | |
| Amer Target 2040 Fund R6 Mutual Fund | — | — | — | $1.1M | 2.7% | |
| Amer Target 2050 Fund R6 Mutual Fund | — | — | — | $1.1M | 2.6% | |
| Guggenheim Total Ret Bond R6 Mutual Fund | — | — | — | $957K | 2.4% | |
| Vanguard Sm Cap Val Ind Adm Mutual Fund | — | — | — | $718K | 1.8% | |
| DFA ShDur Real Ret Port Instl Mutual Fund | — | — | — | $592K | 1.5% | |
| Vanguard Cons Disc Idx Adm Mutual Fund | — | — | — | $573K | 1.4% | |
| Amer Target 2045 Fund R6 Mutual Fund | — | — | — | $531K | 1.3% | |
| Federated Hermes KF Sm Cap R6 Mutual Fund | — | — | — | $479K | 1.2% | |
| Vanguard MidCap Grwth Ind Adm Mutual Fund | — | — | — | $427K | 1.1% | |
| Neuberger Large Cap Value R6 Mutual Fund | — | — | — | $270K | 0.7% | |
| Amer Target 2025 Fund R6 Mutual Fund | — | — | — | $262K | 0.7% | |
| Notes receivable from participants Bearing interest at 5.25%-10.50% - | — | — | — | $204K | 0.5% | |
| Vanguard International Value Mutual Fund | — | — | — | $141K | 0.4% | |
| Vanguard Mid-Cap Val Index Adm Mutual Fund | — | — | — | $137K | 0.3% | |
| Amer Target 2030 Fund R6 Mutual Fund | — | — | — | $120K | 0.3% | |
| BNY Mellon Glbl Emerg Mkts Y Mutual Fund | — | — | — | $100K | 0.2% | |
| Vanguard Utilities Index Adm Mutual Fund | — | — | — | $81K | 0.2% | |
| Vanguard Sm Cap Index Fd Adm Mutual Fund | — | — | — | $65K | 0.2% | |
| Amer Target 2060 Fund R6 Mutual Fund | — | — | — | $49K | 0.1% | |
| Amer Target 2055 Fund R6 Mutual Fund | — | — | — | $34K | <0.1% | |
| Principal Real Estate Sec R6 Mutual Fund | — | — | — | $31K | <0.1% | |
| American Funds Inf Linked R6 Mutual Fund | — | — | — | $20K | <0.1% | |
| Hartford Strategic Income R6 Mutual Fund | — | — | — | $16K | <0.1% | |
| Vanguard Fed Money Market Mutual Fund | — | — | — | $11K | <0.1% | |
| Invesco Gold & Spec Min R6 Mutual Fund | — | — | — | $9K | <0.1% | |
| JPMorgan US Govt MMkt Cap Cl Mutual Fund | — | — | — | $8K | <0.1% | |
| Vanguard Total Intl Bond Indx Mutual Fund | — | — | — | $5K | <0.1% |
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