Back to filter
Original filing (PDF)20251015145424NAL0005195985004
ANKROM MOISAN ARCHITECTS INC
Form 5500
FILING_RECEIVED
ANKROM MOISAN ARCHITECTS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
146
Accounts w/ balance
274
Plan assets (EOY)
$28.2M
Net assets (EOY)
$28.2M
How this plan invests
This plan
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
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 ANKROM MOISAN ARCHITECTS INC.
Plan sponsor
Name
ANKROM MOISAN ARCHITECTS INC
EIN
93-1014387
Address
38 NW DAVIS STREET, SUITE 300 · PORTLAND, OR · 97209
Phone
(503) 245-7100
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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GEFFEN MESHER & CO., PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $17K | — |
| COMMONWEALTH EQUITY SERVICES | 04-2675571 | — | NONE | $14K | — |
Investments
29 direct securities· $28.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| INVESCO NASDAQ 100 INDEX R6 Mutual Fund | — | — | — | $7.7M | 27.4% | |
| T. ROWE PRICE RETIREMENT 2045 I Mutual Fund | — | — | — | $2.5M | 9.0% | |
| VANGUARD WELLINGTON FUND INV Mutual Fund | — | — | — | $2.4M | 8.7% | |
| VANGUARD MDCP GRTH INDEX ADM Registered Investment Company | — | — | — | $2.4M | 8.6% | |
| T. ROWE PRICE RETIREMENT 2055 I Mutual Fund | — | — | — | $2.4M | 8.5% | |
| STATE STREET EQUITY 500 INDEX K Mutual Fund | — | — | — | $1.9M | 6.7% | |
| TROWE PRICE RETIREMENT 2035 I Registered Investment Company | — | — | — | $1.2M | 4.4% | |
| WEITZ CORE PLUS INCM FD INST Mutual Fund | — | — | — | $1.1M | 3.9% | |
| TROWE PRICE RETIREMENT 2040 I Registered Investment Company | — | — | — | $881K | 3.1% | |
| MFS INSTL INTL EQUITY Registered Investment Company | — | — | — | $826K | 2.9% | |
| VOYA SMALL CAP GROWTH R6 Mutual Fund | — | — | — | $753K | 2.7% | |
| T. ROWE PRICE RETIREMENT 2050 I Mutual Fund | — | — | — | $669K | 2.4% | |
| PUTNAM LARGE CAP VALUE FD R6 Mutual Fund | — | — | — | $504K | 1.8% | |
| VANGUARD TRSY MONEY MKT FD INV SHRS Interest Bearing Cash | — | — | — | $495K | 1.8% | |
| FIDELITY MID CAP INDEX Mutual Fund | — | — | — | $396K | 1.4% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 Mutual Fund | — | — | — | $355K | 1.3% | |
| T. ROWE PRICE RETIREMENT 2030 I Mutual Fund | — | — | — | $326K | 1.2% | |
| FULLER THALER BEHAV SMCP EQ R6 Registered Investment Company | — | — | — | $280K | 1.0% | |
| T. ROWE PRICE RETIRE 2025 I Mutual Fund | — | — | — | $257K | 0.9% | |
| COHEN & STEERS REAL ESTATE SECS Z Mutual Fund | — | — | — | $148K | 0.5% | |
| GQG PARTNERS EMERGING MARKETS EQ R6 Mutual Fund | — | — | — | $104K | 0.4% | |
| T. ROWE PRICE RETIREMENT 2060 I Mutual Fund | — | — | — | $104K | 0.4% | |
| DODGE & COX GLOBAL BOND FUND X Mutual Fund | — | — | — | $104K | 0.4% | |
| ANKROM MOISAN 401(K) PLAN LOANPOOL Participant Loans*** | — | — | — | $96K | 0.3% | |
| T. ROWE PRICE RETIRE 2015 I Mutual Fund | — | — | — | $45K | 0.2% | |
| UNDISCOVERED MGRS BEHAVIORAL VAL R6 Mutual Fund | — | — | — | $36K | 0.1% | |
| LORD ABBETT SHORT DUR INCOME CL R6 Mutual Fund | — | — | — | $32K | 0.1% | |
| T. ROWE PRICE RETIREMENT 2065 I Mutual Fund | — | — | — | $15K | <0.1% | |
| T ROWE PRICE RETIRE BALANCED Registered Investment Company | — | — | — | $4K | <0.1% |