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BURNS WALD-HOPKINS SHAMBACH ARCHITECTS, INC. — BURNS WALD-HOPKINS SHAMBACH ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250711130450NAL0006356817001
BURNS WALD-HOPKINS SHAMBACH ARCHITECTS, INC.
Form 5500-SF
FILING_RECEIVED
BURNS WALD-HOPKINS SHAMBACH ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT
401(k) retirement plan
Active participants
21
Accounts w/ balance
27
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BURNS WALD-HOPKINS SHAMBACH ARCHITECTS, INC.
.
Find decision makers
Plan sponsor
Name
BURNS WALD-HOPKINS SHAMBACH ARCHITECTS, INC.
EIN
86-0460520
Address
261 NORTH COURT AVENUE · TUCSON, AZ · 85701
Phone
(520) 795-2705
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-11
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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Auditor
—
Trustee / custodian
—
Trustee phone
—
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