Back to filter
Original filing (PDF)20251017124316NAL0003738931001
SB ARCHITECTS
Form 5500
FILING_RECEIVED
SB ARCHITECTS 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
74
Accounts w/ balance
120
Plan assets (EOY)
$13.4M
Net assets (EOY)
$13.4M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 48 bps in Schedule C fees — 64% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SB ARCHITECTS.
Plan sponsor
Name
SB ARCHITECTS
EIN
94-1723964
Address
415 JACKSON ST SUITE 100 · SAN FRANCISCO, CA · 94111
Phone
(707) 738-8524
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-17
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANCHEC(K) CPA'S
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $22K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $23K | — |
| MMA SECURITIES LLC | — | NEW YORK, NY | INVESTMENT ADVISOR | $12K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANCHEC(K) CPAS LLC | — | COLUMBUS, OH | AUDITOR | $8K | — |
Investments
23 direct securities· $13.3M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| IndexSelect Mod Retire Fund CL I Collective Trust Funds | — | — | — | $2.4M | 17.6% | |
| IndexSelect Mod 2045 Fund CL I Collective Trust Funds | — | — | — | $1.9M | 14.0% | |
| IndexSelect Mod 2035 Fund CL I Collective Trust Funds | — | — | — | $1.7M | 13.0% | |
| JPMorgan US Equity R6 Mutual Funds | — | — | — | $1.6M | 12.2% | |
| IndexSelect Mod 2055 Fund CL I Collective Trust Funds | — | — | — | $1.2M | 8.8% | |
| JPMorgan Large Cap Growth R6 Mutual Funds | — | — | — | $1.0M | 7.7% | |
| Hartford Strategic Income R6 Mutual Funds | — | — | — | $568K | 4.2% | |
| MFS Intl Divers R4 Mutual Funds | — | — | — | $473K | 3.5% | |
| Fidelity Adv Sm Cap Value Z Mutual Funds | — | — | — | $432K | 3.2% | |
| Massmutual Mid Cap Growth I Mutual Funds | — | — | — | $409K | 3.0% | |
| Mm Small CP GRTH EQTY I Mutual Funds | — | — | — | $278K | 2.1% | |
| Allspring Spec MdCp Value Inst Mutual Funds | — | — | — | $268K | 2.0% | |
| American Funds New Pers R6 Mutual Funds | — | — | — | $242K | 1.8% | |
| American Funds New World R6 Mutual Funds | — | — | — | $203K | 1.5% | |
| IndexSelect Agg 2035 Fund CL I Collective Trust Funds | — | — | — | $196K | 1.5% | |
| American Funds Ame Bal R6 Mutual Funds | — | — | — | $174K | 1.3% | |
| Empower Annunity Insurance Company of America Guaranteed Investment Contract | — | — | — | $115K | 0.9% | |
| Participant Loans Interest 4.25% - 9.50% | — | — | — | $50K | 0.4% | |
| IndexSelect Agg 2055 Fund CL I Collective Trust Funds | — | — | — | $38K | 0.3% | |
| IndexSelect Cons 2045 Fund CL I Collective Trust Funds | — | — | — | $25K | 0.2% | |
| Fidelity US Bond Index Mutual Funds | — | — | — | $13K | <0.1% | |
| MFS Intl New Disc R6 Mutual Funds | — | — | — | $12K | <0.1% | |
| IndexSelect Mod 2025 Fund CL I Collective Trust Funds | — | — | — | $11K | <0.1% |
Related plans
Other plans using GLOBAL RETIREMENT PARTNERS LLC
SPRINKLER INDUSTRY SUPPLEMENTAL PENSION FUND JOINT BOARD OF TRUSTEES
SPRINKLER INDUSTRY SUPPLEMENTAL PENSION FUND
$3.3B · 28,099 participants
BOARD OF DIRECTORS OF PENTEGRA DEFINED CONTRIBUTION PLAN
PENTEGRA DEFINED CONTRIBUTION PLAN FOR FINANCIAL INSTITUTIONS
$2.3B · 35,585 participants
THE QUEEN'S HEALTH SYSTEMS
THE QUEEN'S HEALTH SYSTEMS RETIREMENT SAVINGS PLAN
$2.0B · 9,266 participants
UNIVERSITY OF THE PACIFIC
UNIVERSITY OF THE PACIFIC DEFINED CONTRIBUTION PLAN
$839.2M · 2,955 participants
ARUP US, INC.
ARUP US RETIREMENT SAVINGS PLAN
$723.2M · 1,483 participants
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL EASE 401(K) PLAN
$650.9M · 161,040 participants
Similar-size Professional & Technical Services plans
JPC ARCHITECTS, LLC
JPC ARCHITECTS, LLC 401(K) PROFIT SHARING PLAN
$13.4M · 70 participants
ARCHITECTURE
ARCHITECTURE 401(K) PLAN
$13.5M · 41 participants
SEMPERIS TECHNOLOGIES INC
SEMPERIS TECHNOLOGIES INC 401(K) PROFIT SHARING PLAN & TRUST
$13.5M · 248 participants
SHALLEY-DIBBLE, INC.
SHALLEY-DIBBLE 401(K) PLAN
$13.4M · 53 participants
MCCULLOCH ENGLAND ASSOCIATES ARCHITECTS, INC.
MCCULLOCH ENGLAND ASSOCIATES ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN
$13.5M · 16 participants
C.H. GARMONG AND SON INC.
C.H. GARMONG & SON SAVINGS AND RETIREMENT PLAN
$13.5M · 109 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B