Back to filter
Original filing (PDF)20250724111601NAL0005862688001
ARCHITECTURAL NEXUS, INC.
Form 5500
FILING_RECEIVED
ARCHITECTURAL NEXUS, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
99
Accounts w/ balance
150
Plan assets (EOY)
$20.2M
Net assets (EOY)
$20.2M
How this plan invests
This plan
15 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 42 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARCHITECTURAL NEXUS, INC..
Plan sponsor
Name
ARCHITECTURAL NEXUS, INC.
EIN
87-0537015
Address
2505 E PARLEYS WAY · SALT LAKE CITY, UT · 84109
Phone
(801) 924-5000
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
2025-07-24
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
JONES SIMKINS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STIFEL NICOLAUS & COMPANY INC | 43-0538770 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $86K | — |
Investments
29 direct securities · 15 pooled funds· $33.1M(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
$19.9M
29 holdings
Common Collective Trust
$12.8M
13 holdings
Pooled Separate Account
$369K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.9M | 14.4% | |
| Principal Management Corp Principal Trust Target 2035 FD n/a | — | — | — | $2.9M | 14.4% | |
| Principal Management Corp Principal Trust Target 2050 FD n/a | — | — | — | $2.7M | 13.2% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $2.7M | 13.2% | |
| Principal Management Corp Principal Trust Target 2040 FD n/a | — | — | — | $2.3M | 11.5% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.3M | 11.5% | |
| T. Rowe Price T. Rowe Price Large Cap Growth 1 n/a | — | — | — | $2.0M | 9.8% | |
| Principal Management Corp Principal Trust Target 2045 FD n/a | — | — | — | $1.9M | 9.4% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.9M | 9.4% | |
| Calvert Asset Management Calvert US Large Cap Core Rspnb Index (R6) n/a | — | — | — | $1.9M | 9.4% | |
| Principal Management Corp Principal Trust Target 2055 FD n/a | — | — | — | $929K | 4.6% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $929K | 4.6% | |
| Principal Management Corp Principal Trust Target 2030 FD n/a | — | — | — | $691K | 3.4% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $691K | 3.4% | |
| Principal Global Investors Principal Equity Income Institution n/a | — | — | — | $544K | 2.7% | |
| Principal Management Corp Principal Trust Target 2025 FD n/a | — | — | — | $495K | 2.4% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $495K | 2.4% | |
| Calvert Asset Management Calvert Int'l Responsible Index Fund (R6) n/a | — | — | — | $481K | 2.4% | |
| Principal Life Insurance Co. Fixed Income Guaranteed Option n/a | — | — | — | $444K | 2.2% | |
| American Century Investments American Century Mid Cap Value (R6) n/a | — | — | — | $395K | 2.0% | |
| Principal Management Corp Principal Trust Target Hybrid Income n/a | — | — | — | $322K | 1.6% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $322K | 1.6% | |
| Eaton Vance Management Eaton Vance Atl Capital SMID-CAP (R6) n/a | — | — | — | $314K | 1.6% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $258K | 1.3% | |
| Principal Global Investors Principal Fixed Income (R6) n/a | — | — | — | $237K | 1.2% | |
| Principal Management Corp Principal Trust Target 2060 FD n/a | — | — | — | $226K | 1.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $226K | 1.1% | |
| Notes receivable from participants Loans to participants at interest rates ranging from 4.25% to 9.5% with maturities through September 2029. - | — | — | — | $210K | 1.0% | |
| Lord Abbett Lord Abbett Short Duration Inc. (R6 ) n/a | — | — | — | $165K | 0.8% | |
| Investco Invesco Developing Markets (R6) n/a | — | — | — | $163K | 0.8% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $140K | 0.7% | |
| Principal Management Corp Principal Trust Target 2015 FD n/a | — | — | — | $140K | 0.7% | |
| Alliance Bernstein/Emerald/Brown AB/Brown/Emerald Small Cap Growth (R6) n/a | — | — | — | $119K | 0.6% | |
| Principal Global Investors Principal Mid Cap S&P 400 Index Separate Account n/a | — | — | — | $111K | 0.5% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $111K | 0.5% | |
| Principal Management Corp Principal Trust Target 2065 FD n/a | — | — | — | $91K | 0.5% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $91K | 0.5% | |
| Principal Global Investors Principal Real Estate Securities Institution (R6) n/a | — | — | — | $74K | 0.4% | |
| Alliance Bernstein AB Global Bond I Fund n/a | — | — | — | $43K | 0.2% | |
| Principal Management Corp Principal Trust Target 2020 FD n/a | — | — | — | $14K | <0.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $14K | <0.1% | |
| (E) | — | — | $13K | $14K | <0.1% | |
| Franklin Advisers, Inc. Franklin High Income (R6) n/a | — | — | — | $13K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $673 | <0.1% |