Hugh Rose signed Architects Orange LLP, DBA AO's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Architects Orange LLP, DBA AO's EIN is 95-3428586.
Download the official 2024 Form 5500 (PDF) for Architects Orange LLP, DBA AO from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Architects Orange LLP, DBA AO's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $87K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $276 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CAPITAL SYNERGY PARTNERS |
| — |
| NEWPORT BEACH, CA |
| BROKER/ADVISER |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WRIGHT FORD YOUNG & CO CERTIFIED PU | — | IRVINE, CA | AUDITOR | $7K | — |
| WRIGHT FORD YOUNG & CO | — | IRVINE, CA | AUDITOR | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T ROWE PRICE RET BLEND SEL TR 2030 GREAT GRAY · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $5.2M | 16.6% | |
| T ROWE PRICE RET BLEND SEL TR 2035 GREAT GRAY · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $4.2M | 13.5% | |
| T ROWE PRICE RET BLEND SEL TR 2025 GREAT GRAY · EIN 38-7271343 / PN 737 | Common Collective Trust | — | — | $2.5M | 8.0% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $2.1M | 6.7% | |
| T ROWE PRICE RET BLEND SEL TR 2040 GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $2.0M | 6.5% | |
| T ROWE PRICE RET BLEND SEL TR 2045 GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $2.0M | 6.5% | |
| T ROWE PRICE RET BLEND SEL TR 2050 GREAT GRAY · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $1.7M | 5.3% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.6M | 5.1% | |
| * Massachusetts Mutual Life Ins. Co. Guaranteed Interest Account | Guaranteed Income / GIC | — | — | $1.5M | 4.8% | |
| T ROWE PRICE RET BLEND SEL TR 2020 GREAT GRAY · EIN 38-7271342 / PN 736 | Common Collective Trust | — | — | $1.3M | 4.1% | |
| JP Morgan JP Morgan US Equity Fund | Other securities | — | — | $1.2M | 3.8% | |
| T ROWE PRICE RET BLEND SEL TR 2055 GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $814K | 2.6% | |
| T ROWE PRICE RET BLEND SEL TR 2010 GREAT GRAY · EIN 38-7264570 / PN 734 | Common Collective Trust | — | — | $772K | 2.5% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $548K | 1.7% | |
| American Funds American Funds New Perspective Fund | Mutual Funds | — | — | $533K | 1.7% | |
| Franklin Templeton Investments Franklin Small Cap Value Fund | Mutual Funds | — | — | $516K | 1.6% | |
| Vanguard Small Cap Growth Index Fund | Common Collective Trusts | — | — | $424K | 1.4% | |
| Mass Mutual MassMutual 60/40 Allocation Fund | Other securities | — | — | $293K | 0.9% | |
| T ROWE PRICE RET BLEND SEL TR 2060 GREAT GRAY · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $268K | 0.9% | |
| Notes Receivable from Participants * Participant Loans Interest rates ranging from 4.25% - 9.50% - | Bonds / Notes | — | — | $268K | 0.9% | |
| American Funds American Funds New World Fund | Mutual Funds | — | — | $208K | 0.7% | |
| Mass Mutual MassMutual 40/60 Allocation Fund | Other securities | — | — | $204K | 0.7% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $204K | 0.7% | |
| Mass Mutual MassMutual 80/20 Allocation Fund | Other securities | — | — | $171K | 0.5% | |
| Dimensional Fund Advisors DFA Global Real Estate Securities Portfolio Institutional Fund | Mutual Funds | — | — | $122K | 0.4% | |
| Mass Mutual MassMutual 20/80 Allocation Fund | Other securities | — | — | $122K | 0.4% | |
| CLEARBRIDGE INTNL GROWTH (IS PLATFO EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 842 | Pooled Separate Account | — | — | $107K | 0.3% | |
| Blackrock Inflation Protected Bond Fund | Other securities | — | — | $99K | 0.3% | |
| T ROWE PRICE RET BLEND SEL TR 2015 GREAT GRAY · EIN 38-7271341 / PN 735 | Common Collective Trust | — | — | $88K | 0.3% | |
| Franklin Templeton Investments Franklin High Income Fund | Mutual Funds | — | — | $44K | 0.1% | |
| T ROWE PRICE RET BLEND SEL TR 2065 GREAT GRAY · EIN 38-7271351 / PN 745 | Common Collective Trust | — | — | $11K | <0.1% | |
| Mass Mutual MM Select T.Rowe Price Retirement Balanced Fund | Other securities | — | — | $11K | <0.1% |
