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Original filing (PDF)20251009152221NAL0004037859001
ANKROM MOISAN ARCHITECTS, INC.
Form 5500
FILING_RECEIVED
ANKROM MOISAN ASSOCIATED ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
100% in single holding100% employer stockNo recordkeeper disclosed
Active participants
137
Accounts w/ balance
449
Plan assets (EOY)
$8.4M
Net assets (EOY)
$8.4M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "AMAA Enterprises Common Stock, 76,300 shares" is 100% of plan.
- 100% of plan in employer / sponsor stock.
- 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 ANKROM MOISAN ARCHITECTS, INC..
Plan sponsor
Name
ANKROM MOISAN ARCHITECTS, INC.
EIN
93-1014387
Address
38 NW DAVIS STREET, SUITE 300 · PORTLAND, OR · 972094062
Phone
(503) 245-7100
Industry
Professional & Technical Servicessee 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
2025-10-09
Pension benefit codes
2I · Stock bonus
2O · ESOP (non-leveraged)
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
GEFFEN MESHER & CO., PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
2 direct securities· $8.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMAA Enterprises Common Stock, 76,300 shares | — | — | $4.9M | $8.4M | 99.5% | |
| GreatBanc Money Market | — | — | $26K | $26K | 0.3% |
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