LISA Garlick signed Architectural Nexus, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Architectural Nexus, Inc.'s EIN is 87-0537015.
Download the official 2024 Form 5500 (PDF) for Architectural Nexus, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Architectural Nexus, Inc.'s plan includes profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $86K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STIFEL NICOLAUS & COMPANY INC | 43-0538770 | — | INVESTMENT ADVISORY | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % 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 | Common Stocks | — | — | $2.9M | 14.4% | |
| Principal Management Corp Principal Trust Target 2050 FD n/a | Common Stocks | — | — | $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 | Common Stocks | — | — | $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 | Other securities | — | — | $2.0M | 9.8% | |
| Principal Management Corp Principal Trust Target 2045 FD n/a | Common Stocks | — | — | $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 | Other securities | — | — | $1.9M | 9.4% | |
| Principal Management Corp Principal Trust Target 2055 FD n/a | Common Stocks | — | — | $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 | Common Stocks | — | — | $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 | Other securities | — | — | $544K | 2.7% | |
| Principal Management Corp Principal Trust Target 2025 FD n/a | Common Stocks | — | — | $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 | Common Collective Trusts | — | — | $481K | 2.4% | |
| Principal Life Insurance Co. Fixed Income Guaranteed Option n/a | Common Stocks | — | — | $444K | 2.2% | |
| American Century Investments American Century Mid Cap Value (R6) n/a | Other securities | — | — | $395K | 2.0% | |
| Principal Management Corp Principal Trust Target Hybrid Income n/a | Common Stocks | — | — | $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 | Other securities | — | — | $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 | Other securities | — | — | $237K | 1.2% | |
| Principal Management Corp Principal Trust Target 2060 FD n/a | Common Stocks | — | — | $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. - | Bonds / Notes | — | — | $210K | 1.0% | |
| Lord Abbett Lord Abbett Short Duration Inc. (R6 ) n/a | Mutual Funds | — | — | $165K | 0.8% | |
| Investco Invesco Developing Markets (R6) n/a | Mutual Funds | — | — | $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 | Common Stocks | — | — | $140K | 0.7% | |
| Alliance Bernstein/Emerald/Brown AB/Brown/Emerald Small Cap Growth (R6) n/a | Other securities | — | — | $119K | 0.6% | |
| Principal Global Investors Principal Mid Cap S&P 400 Index Separate Account n/a | Pooled Separate Accounts | — | — | $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 | Common Stocks | — | — | $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 | Other securities | — | — | $74K | 0.4% | |
| Alliance Bernstein AB Global Bond I Fund n/a | Other securities | — | — | $43K | 0.2% | |
| Principal Management Corp Principal Trust Target 2020 FD n/a | Common Stocks | — | — | $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) | Other securities | — | $13K | $14K | <0.1% | |
| Franklin Advisers, Inc. Franklin High Income (R6) n/a | Mutual Funds | — | — | $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% |
