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Original filing (PDF)20251012122106NAL0000496674001
GRIMSHAW SERVICES (USA) INC.
Form 5500
FILING_RECEIVED
GRIMSHAW ARCHITECTS 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
99
Accounts w/ balance
205
Plan assets (EOY)
$12.2M
Net assets (EOY)
$12.2M
How this plan invests
This plan
1 pooled trust
Schedule D
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Helping the score
- Below-peer total fees (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRIMSHAW SERVICES (USA) INC..
Plan sponsor
Name
GRIMSHAW SERVICES (USA) INC.
EIN
84-3172921
Address
60 MADISON AVENUE, 4TH FLOOR · NEW YORK, NY · 10010
Phone
(646) 293-3600
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
2025-10-12
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN DIEGO, CA | NONE | $7K | — |
| SENTINEL BENEFITS GROUP, LLC | 20-5916766 | — | NONE | $6K | — |
Investments
37 direct securities · 1 pooled fund· $11.7M(96% 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
$10.0M
36 holdings
Mutual Funds
$1.7M
1 holding
Common Collective Trust
$25K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| S Vanguard Target Retirement 2045 FD I | Mutual Funds | — | $56K | $1.7M | 13.6% | |
| Vanguard Target Retirement 2030 FD I | — | — | $32K | $1.2M | 10.0% | |
| Vanguard Target Retirement 2050 FD I | — | — | $21K | $1.1M | 8.7% | |
| Vanguard Target Retirement 2040 FD I | — | — | $21K | $888K | 7.3% | |
| Fidelity Blue Chip Gwth FD K6 | — | — | $23K | $856K | 7.0% | |
| Vanguard Target Retirement 2035 FD I | — | — | $34K | $818K | 6.7% | |
| Vanguard Target Retirement 2055 Inv | — | — | $12K | $662K | 5.4% | |
| Vanguard 500 Index F | — | — | $1K | $622K | 5.1% | |
| Vanguard Target Retirement 2025 FD I | — | — | $30K | $552K | 4.5% | |
| Vanguard FTSE Social Index Adm | — | — | $9K | $508K | 4.2% | |
| JPMorgan US Equity CL R6 | — | — | $17K | $417K | 3.4% | |
| Vanguard Intl Growth Admiral Class | — | — | $3K | $310K | 2.6% | |
| JPMorgan Mid Cap Growth Fund R6 | — | — | $6K | $310K | 2.5% | |
| DFA US Large Cap Value Port Instl | — | — | $5K | $228K | 1.9% | |
| Vanguard Target Retirement 2060 Inv | — | — | $4K | $223K | 1.8% | |
| Victory RS Global R6 | — | — | $12K | $210K | 1.7% | |
| DFA Intl Sustain Core 1 Port Instl | — | — | $14K | $180K | 1.5% | |
| Nuveen Large Cap Responsible Eq R6 | — | — | $6K | $171K | 1.4% | |
| American Funds American HI Inc TR R6 | — | — | $16K | $157K | 1.3% | |
| Impax Sustainable Allocation Instl | — | — | $4K | $106K | 0.9% | |
| Victory Integrity Small/Midcap Val Y | — | — | $3K | $64K | 0.5% | |
| 15.50% with maturities through 2027 | — | — | — | $64K | 0.5% | |
| DFA US Small Cap Port Instl 917 | — | — | — | $45K | 0.4% | |
| Vanguard Explorer FD Admiral Shares 401 | — | — | — | $43K | 0.4% | |
| DFA US Vector Eqty Port Instl | — | — | $1K | $40K | 0.3% | |
| Vanguard Mid Cap Index Fund Admiral 111 | — | — | — | $36K | 0.3% | |
| Vanguard Small Cap Index Admiral SH 304 | — | — | — | $35K | 0.3% | |
| Vanguard Strategic Equity Fund Inv 820 | — | — | — | $30K | 0.2% | |
| DFA US Targeted Value Port Instl 824 | — | — | — | $28K | 0.2% | |
| American FD Growth & Income Port R6 | — | — | $1K | $27K | 0.2% | |
| Vanguard Short-term Federal Adm | — | — | $3K | $26K | 0.2% | |
| Vanguard Target Retirement 2065 742 | — | — | — | $25K | 0.2% | |
| METLIFE STABLE VALUE 25053 RELIANCE TRUST · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $25K | 0.2% | |
| American FDS US Government Sec R6 | — | — | $1K | $13K | 0.1% | |
| Calvert Bond FD I 830 | — | — | — | $12K | <0.1% | |
| Vanguard Target Retirement Incm Inv 871 | — | — | — | $11K | <0.1% | |
| American Century ST Govt R5 | — | — | $1K | $11K | <0.1% | |
| DFA Inflation Protect SEC Port Instl 234 | — | — | — | $3K | <0.1% |