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Original filing (PDF)20251014123909NAL0005862690001
ARCHITECTS ORANGE LLP, DBA AO
Form 5500
FILING_RECEIVED
ARCHITECTS ORANGE 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
310
Accounts w/ balance
309
Plan assets (EOY)
$31.3M
Net assets (EOY)
$31.3M
How this plan invests
This plan
13 pooled trusts
Schedule D
33 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 ARCHITECTS ORANGE LLP, DBA AO.
Plan sponsor
Name
ARCHITECTS ORANGE LLP, DBA AO
EIN
95-3428586
Address
144 NORTH ORANGE STREET · ORANGE, CA · 92866
Phone
(714) 639-9860
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WRIGHT FORD YOUNG & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $87K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL SYNERGY PARTNERS | — | NEWPORT BEACH, CA | BROKER/ADVISER | $0 | — |
Accountant / Auditor
2| 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 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $276 | — |
Investments
20 direct securities · 13 pooled funds· $31.2M(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.
Common Collective Trust
$20.9M
12 holdings
Uncategorized
$8.7M
19 holdings
Guaranteed Income / GIC
$1.5M
1 holding
Pooled Separate Account
$107K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $548K | 1.7% | |
| American Funds American Funds New Perspective Fund | — | — | — | $533K | 1.7% | |
| Franklin Templeton Investments Franklin Small Cap Value Fund | — | — | — | $516K | 1.6% | |
| Vanguard Small Cap Growth Index Fund | — | — | — | $424K | 1.4% | |
| Mass Mutual MassMutual 60/40 Allocation Fund | — | — | — | $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% - | — | — | — | $268K | 0.9% | |
| American Funds American Funds New World Fund | — | — | — | $208K | 0.7% | |
| Mass Mutual MassMutual 40/60 Allocation Fund | — | — | — | $204K | 0.7% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $204K | 0.7% | |
| Mass Mutual MassMutual 80/20 Allocation Fund | — | — | — | $171K | 0.5% | |
| Dimensional Fund Advisors DFA Global Real Estate Securities Portfolio Institutional Fund | — | — | — | $122K | 0.4% | |
| Mass Mutual MassMutual 20/80 Allocation Fund | — | — | — | $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 | — | — | — | $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 | — | — | — | $44K | 0.1% | |
| party interest, collateral, par, or maturity value Cost Current Value Registered Investment Companies American Funds American Funds Bond Fund of America | — | — | — | $38K | 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 | — | — | — | $11K | <0.1% |
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