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Original filing (PDF)20251015110322NAL0005874224003
ARCHER BLACKMON MANAGEMENT, LLC
Form 5500
FILING_RECEIVED
ARCHER BLACKMON MANAGEMENT 401(K) PLAN
401(k) retirement plan
Signals · 2
39% in single holdingNo recordkeeper disclosed
Active participants
153
Accounts w/ balance
169
Plan assets (EOY)
$688K
Net assets (EOY)
$688K
How this plan invests
This plan
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
81
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard VANGUARD GRP TOTAL STOCK INDEX ADM n/a" is 39% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARCHER BLACKMON MANAGEMENT, LLC.
Plan sponsor
Name
ARCHER BLACKMON MANAGEMENT, LLC
EIN
88-2087241
Address
12835 PRESTON RD · 405 · DALLAS, TX · 75230
Phone
(972) 910-2890
Industry
Professional & Technical Servicessee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PRACTICAL AUDIT SOLUTIONS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
14 direct securities· $688K(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard GRP TOTAL STOCK INDEX ADM n/a | — | — | — | $266K | 38.6% | |
| Vanguard DEVELOPED MRKTS INDEX ADM n/a | — | — | — | $118K | 17.1% | |
| Vanguard GRP BOND INDEX ADMIRAL n/a | — | — | — | $93K | 13.5% | |
| Vanguard EMERG MTKTS STK ADM n/a | — | — | — | $58K | 8.5% | |
| Vanguard 500 INDEX ADM n/a | — | — | — | $56K | 8.2% | |
| Vanguard TOTAL INTER BOND INDEX n/a | — | — | — | $31K | 4.5% | |
| Vanguard SPECIAL DIV REIT INDEX ADM n/a | — | — | — | $29K | 4.3% | |
| Notes receivable from participants at - | — | — | — | $13K | 1.9% | |
| Vanguard MID CAP INDEX ADM n/a | — | — | — | $11K | 1.6% | |
| Vanguard GRP GROWTH INDEX ADM n/a | — | — | — | $6K | 0.8% | |
| Vanguard GRP SMALL CAP INDEX ADM n/a | — | — | — | $2K | 0.3% | |
| Vanguard GRP L/T BOND INDEX n/a | — | — | — | $2K | 0.3% | |
| Vangaurd VANGUARD CASH ACCOUNT n/a | — | — | — | $1K | 0.2% | |
| Vanguard S/T INFLATION INDEX ADM n/a | — | — | — | $1K | 0.2% |
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