Original filing (PDF)20251010164301NAL0008030161001

DES ARCHITECTS + ENGINEERS

Name: DES ARCHITECTS + ENGINEERS — DES ARCHITECTS + ENGINEERS 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DES ARCHITECTS + ENGINEERS

Form 5500

FILING_RECEIVED

DES ARCHITECTS + ENGINEERS 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

217

Plan assets (EOY)

$59.6M

Net assets (EOY)

$59.6M

How this plan invests

This plan

1 pooled trust

Schedule D

41 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Vendor stack

100

Participation health

100

Knocking points off

37 bps in Schedule C fees — 134% above peer band of 16 bps.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DES ARCHITECTS + ENGINEERS.

Plan sponsor

Name

DES ARCHITECTS + ENGINEERS

EIN

94-2197277

Address

399 BRADFORD STREET · REDWOOD CITY, CA · 94063

Phone

(650) 364-6453

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

2025-10-10

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

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

SILICON VALLEY ACCOUNTANCY CORP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS LLC	11-3665754	—	RECORDKEEPER	$22K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY GLOBAL	—	WHARF BALTIMORE, MD	INVESTMENT ADVISOR	$182K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
FUTUREPLAN	11-3665754	DRESHER, PA	THIRD PARTY ADMIN	$19K	—

Investments

40 direct securities · 1 pooled fund· $59.6M(100% of reported assets)

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.

Uncategorized

$57.8M

40 holdings

Common Collective Trust

$1.8M

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard 500 Index Fund Mutual Fund	—	—	—	$13.3M	22.4%
Putnam Large Cap Growth Fund Mutual Fund	—	—	—	$5.8M	9.7%
American Century Short Duration Strategic Income Fund Mutual Fund	—	—	—	$4.3M	7.2%
American Funds New Perspective Fund Mutual Fund	—	—	—	$3.6M	6.1%
Dodge & Cox Balanced Fund Mutual Fund	—	—	—	$3.4M	5.7%
Columbia Select Large Cap Value Fund Mutual Fund	—	—	—	$3.3M	5.6%
Vanguard Small-Cap Index Fund Mutual Fund	—	—	—	$3.0M	5.1%
DFA U.S. Targeted Value Portfolio Mutual Fund	—	—	—	$2.8M	4.7%
ClearBridge Large Cap Growth Fund Mutual Fund	—	—	—	$2.7M	4.6%
Fidelity Advisor Total Bond Fund Mutual Fund	—	—	—	$2.4M	4.1%
Vanguard Mid Cap Index Fund Mutual Fund	—	—	—	$2.3M	3.8%
DFA International Value Portfolio Mutual Fund	—	—	—	$1.9M	3.2%
GOLDMAN SACHS STABLE VALUE FUND THE GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025	Common Collective Trust	—	—	$1.8M	3.0%
Vanguard Target Retirement 2040 Fund Mutual Fund	—	—	—	$1.0M	1.7%
American Funds Washington Mutual Fund Mutual Fund	—	—	—	$937K	1.6%
Vanguard Target Retirement 2025 Fund Mutual Fund	—	—	—	$741K	1.2%
Columbia Global Technology Growth Fund Mutual Fund	—	—	—	$674K	1.1%
Vanguard Target Retirement 2035 Fund Mutual Fund	—	—	—	$587K	1.0%
Vanguard Target Retirement 2045 Fund Mutual Fund	—	—	—	$569K	1.0%
Vanguard Target Retirement 2055 Fund Mutual Fund	—	—	—	$516K	0.9%
PIMCO Income Fund Mutual Fund	—	—	—	$486K	0.8%
Vanguard Target Retirement 2050 Fund Mutual Fund	—	—	—	$460K	0.8%
Vanguard Total Bond Market Index Fund Mutual Fund	—	—	—	$413K	0.7%
Vanguard Target Retirement 2030 Fund Mutual Fund	—	—	—	$374K	0.6%
BlackRock High Yield Bond Fund Mutual Fund	—	—	—	$361K	0.6%
Eventide Gilead Fund Mutual Fund	—	—	—	$254K	0.4%
Participant Loans/Notes receivable from participants Interest rates from 4.25% to 9.50%	—	—	—	$219K	0.4%
Vanguard Target Retirement 2060 Fund Mutual Fund	—	—	—	$217K	0.4%
Boston Trust Walden Small Cap Fund Mutual Fund	—	—	—	$186K	0.3%
Parnassus Value Equity Fund Mutual Fund	—	—	—	$149K	0.3%
Vanguard Target Retirement 2020 Fund Mutual Fund	—	—	—	$126K	0.2%
Carillon Eagle Mid Cap Growth Fund Mutual Fund	—	—	—	$113K	0.2%
Vanguard Emerging Markets Select Stock Fund Mutual Fund	—	—	—	$109K	0.2%
AB Small Cap Growth Portfolio Mutual Fund	—	—	—	$99K	0.2%
American Century Mid Cap Value Fund Mutual Fund	—	—	—	$81K	0.1%
Vanguard Developed Markets Index Fund Mutual Fund	—	—	—	$79K	0.1%
BlackRock Health Sciences Opportunities Portfolio Mutual Fund	—	—	—	$73K	0.1%
Impax International Sustainable Economy Fund Mutual Fund	—	—	—	$48K	<0.1%
Nuveen Core Impact Bond Fund Mutual Fund	—	—	—	$35K	<0.1%
Vanguard Target Retirement Income Fund Mutual Fund	—	—	—	$32K	<0.1%
DFA Real Estate Securities Portfolio Mutual Fund	—	—	—	$26K	<0.1%