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Original filing (PDF)20250929161402NAL0011533569001
ARCHITECT EQUITY MANAGEMENT LLC
Form 5500
FILING_RECEIVED
ARCHITECT EQUITY 401(K) PLAN
401(k) retirement plan
Active participants
889
Accounts w/ balance
504
Plan assets (EOY)
$32.6M
Net assets (EOY)
$32.6M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
80
Knocking points off
- 57% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARCHITECT EQUITY MANAGEMENT LLC.
Plan sponsor
Name
ARCHITECT EQUITY MANAGEMENT LLC
EIN
84-2360378
Address
2101 E EL SEGUNDO BLVD STE 503 · EL SEGUNDO, CA · 90245
Phone
(708) 529-9665
Industry
Finance & Insurancesee 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
2025-09-29
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)
Audit & trust (Schedule H)
Auditor
DOEREN MAYHEW ASSURANCE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS, INC. | 52-1309931 | — | RECORDKEEPER | $106K | — |
Investments
32 direct securities · 1 pooled fund· $31.6M(97% 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
$31.3M
32 holdings
Common Collective Trust
$342K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price T. Rowe Price Retirement 2040 Inv | — | — | — | $5.1M | 15.6% | |
| T. Rowe Price T. Rowe Price Retirement 2030 Inv | — | — | — | $4.2M | 12.8% | |
| T. Rowe Price T. Rowe Price Retirement 2035 Inv | — | — | — | $3.8M | 11.7% | |
| T. Rowe Price T. Rowe Price Retirement 2025 Inv | — | — | — | $3.7M | 11.4% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Inv | — | — | — | $3.6M | 11.1% | |
| T. Rowe Price T. Rowe Price Equity Index 500 Inv | — | — | — | $2.0M | 6.2% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth Inv | — | — | — | $1.3M | 3.9% | |
| T. Rowe Price T. Rowe Price Retirement 2020 Inv | — | — | — | $1.1M | 3.3% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Inv | — | — | — | $809K | 2.5% | |
| DFA US DFA US Targeted Value Portfolio | — | — | — | $709K | 2.2% | |
| Carillon Eagle Carillon Eagle Mid Cap Growth R6 | — | — | — | $705K | 2.2% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Inv | — | — | — | $667K | 2.0% | |
| T. Rowe Price T. Rowe Price Retirement 2060 Inv | — | — | — | $400K | 1.2% | |
| T. ROWE PRICE STABLE VALUE E T. ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $342K | 1.0% | |
| Pimco All Asset Fund, Institutional Class | — | — | — | $328K | 1.0% | |
| JPMorgan Mid-Cap Value Fund L | — | — | — | $274K | 0.8% | |
| T. Rowe Price T. Rowe Price Value Inv | — | — | — | $260K | 0.8% | |
| Janus Henderson Enterprise Fund | — | — | — | $253K | 0.8% | |
| Principal Real Estate Principal Real Estate Securities Fund I | — | — | — | $227K | 0.7% | |
| T. Rowe Price T. Rowe Price Overseas Stock Inv | — | — | — | $215K | 0.7% | |
| T. Rowe Price T. Rowe Price Extended Eq Mkt Index Inv | — | — | — | $206K | 0.6% | |
| T. Rowe Price T. Rowe Price Government Money Inv | — | — | — | $205K | 0.6% | |
| Pimco Income Instl | — | — | — | $195K | 0.6% | |
| T. Rowe Price T. Rowe Price QM US Bond Index Inv | — | — | — | $191K | 0.6% | |
| Invesco Discovery R6 | — | — | — | $167K | 0.5% | |
| T. Rowe Price T. Rowe Price Retirement 2005 Inv | — | — | — | $154K | 0.5% | |
| PGIM Total Return Bond R6 | — | — | — | $136K | 0.4% | |
| T. Rowe Price T. Rowe Price Intl Equity Index Inv | — | — | — | $107K | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement 2065 Inv | — | — | — | $85K | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement 2010 Inv | — | — | — | $61K | 0.2% | |
| American Funds American Funds New World R6 | — | — | — | $52K | 0.2% | |
| T. Rowe Price T. Rowe Price Intl Discovery Inv | — | — | — | $34K | 0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2015 Inv | — | — | — | $32K | <0.1% |