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Original filing (PDF)20251002070553NAL0000144369001
STUDIOS ARCHITECTURE
Form 5500
FILING_RECEIVED
STUDIOS ARCHITECTURE RETIREMENT PLAN
401(k) retirement plan
Active participants
172
Accounts w/ balance
334
Plan assets (EOY)
$60.0M
Net assets (EOY)
$60.0M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STUDIOS ARCHITECTURE.
Plan sponsor
Name
STUDIOS ARCHITECTURE
EIN
94-3017304
Address
1625 M STREET, NW · WASHINGTON, DC · 20036
Phone
(202) 736-5915
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
2025-10-02
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
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $32K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | — | GAITHERSBURG, MD | ADVISOR | $40K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT TRUST COMPANY | 27-4411131 | — | TRUSTEE | $13K | — |
Investments
28 direct securities · 1 pooled fund· $59.2M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$58.3M
28 holdings
Common Collective Trust
$982K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Vanguard Target Retirement 2050 - Investor | — | — | — | $6.0M | 10.0% | |
| Vanguard Group Vanguard Target Retirement 2040 - Investor | — | — | — | $5.9M | 9.9% | |
| Vanguard Group Vanguard LifeStrategy Growth Fund | — | — | — | $5.6M | 9.3% | |
| Vanguard Group Vanguard Target Retirement 2045 - Investor | — | — | — | $5.5M | 9.2% | |
| Vanguard Group Vanguard Target Retirement 2055 - Investor | — | — | — | $4.8M | 8.1% | |
| Vanguard Group Vanguard Total Stock Market Index-Signal | — | — | — | $4.6M | 7.7% | |
| T. Rowe Price T. Rowe Price New American Growth Fund | — | — | — | $4.4M | 7.4% | |
| Delaware Ivy Mid Cap Growth A | — | — | — | $3.5M | 5.8% | |
| JPMorgan US Equity - R5 | — | — | — | $2.3M | 3.8% | |
| Vanguard Group Vanguard Target Retirement 2030 - Investor | — | — | — | $1.8M | 3.0% | |
| Vanguard Group Vanguard International Value Fund | — | — | — | $1.8M | 3.0% | |
| Vanguard Group Vanguard Target Retirement 2060 - Investor | — | — | — | $1.5M | 2.6% | |
| Vanguard Group Vanguard Target Retirement 2035 - Investor | — | — | — | $1.4M | 2.3% | |
| Parnassus Endeavor Fund | — | — | — | $1.4M | 2.3% | |
| American Funds American Funds New Perspective Fund | — | — | — | $1.3M | 2.2% | |
| American Funds American Funds New World - R-4 | — | — | — | $1.1M | 1.8% | |
| RELIANCE STABLE VALUE SERIES 25053 RELIANCE TRUST · EIN 58-1428634 / PN 001 | Common Collective Trust | — | — | $982K | 1.6% | |
| Victory Sycamore Established Value Fund Class R6 | — | — | — | $964K | 1.6% | |
| Vanguard Group Vanguard Target Retirement 2025 - Investor | — | — | — | $895K | 1.5% | |
| Vanguard Group Vanguard Life-Strategy Moderate Growth Fund | — | — | — | $622K | 1.0% | |
| AllianceBern Global Real Estate Investment I | — | — | — | $613K | 1.0% | |
| PIMCO Total Return Instl | — | — | — | $567K | 0.9% | |
| Vanguard Group Vanguard LifeStrategy Conservative Growth Fund | — | — | — | $461K | 0.8% | |
| Neuberger Berman Neuberger Berman Small Cap Growth Instl | — | — | — | $413K | 0.7% | |
| Vanguard Group Vanguard Inflation Protected Securities Fund | — | — | — | $234K | 0.4% | |
| Vanguard Group Vanguard Target Retirement Income Inv | — | — | — | $211K | 0.4% | |
| Columbia Management Columbia Smallcap Value Fund Z | — | — | — | $140K | 0.2% | |
| varying maturity dates though 2038 | — | — | — | $97K | 0.2% | |
| Vanguard Group Vanguard Target Retirement 2065 - Investor | — | — | — | $37K | <0.1% |
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