Stephen Epstein signed Co Architects' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Co Architects' EIN is 95-4598928.
Download the official 2024 Form 5500 (PDF) for Co Architects from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Co Architects' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NT COL S&P 500 IDX FD DC NL T4 NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $5.4M | 19.4% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.9M | 10.3% | |
| NT COL EXT EQ MT IDX FD DCNL T4 NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 100 | Common Collective Trust | — | — | $2.7M | 9.7% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $2.3M | 8.4% | |
| Vanguard Target Retirement 2040 Inv Mutual Fund | Mutual Funds | — | — | $1.8M | 6.4% | |
| Vanguard Target Retirement 2045 Inv Mutual Fund | Mutual Funds | — | — | $1.5M | 5.4% | |
| Vanguard Target Retirement 2050 Inv Mutual Fund | Mutual Funds | — | — | $1.3M | 4.8% | |
| MFS LARGE CAP VALUE CIT CL CT GREAT GRAY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $1.3M | 4.5% | |
| Vanguard Target Retirement 2055 Inv Mutual Fund | Mutual Funds | — | — | $1.1M | 4.1% | |
| Vanguard Target Retirement Income Mutual Fund ** 157 PGIM Total Return Bond R6 Mutual Fund | Mutual Funds | — | — | $899K | 3.2% | |
| HARBOR CAPITAL APPRECIATION CIT R HARBOR FUNDS · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $861K | 3.1% | |
| Vanguard Target Retirement 2030 Inv Mutual Fund | Mutual Funds | — | — | $844K | 3.0% | |
| Vanguard REIT Index - Admiral Mutual Fund | Mutual Funds | — | — | $748K | 2.7% | |
| Schwab Self-Directed Brokerage Account Various | Self-Directed Brokerage | — | — | $690K | 2.5% | |
| Vanguard Target Retirement 2025 Inv Mutual Fund | Mutual Funds | — | — | $642K | 2.3% | |
| Vanguard Target Retirement 2035 Inv Mutual Fund | Mutual Funds | — | — | $538K | 1.9% | |
| NT COL ACWI EX US IMI FD DC NL T4 NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 103 | Common Collective Trust | — | — | $527K | 1.9% | |
| Vanguard Target Retirement 2060 Inv Mutual Fund | Mutual Funds | — | — | $471K | 1.7% | |
| Mass Mutual Select Mid Cap Growth I Mutual Fund | Other securities | — | — | $397K | 1.4% | |
| NT COL AGG BOND IDX FUND NL T4 NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $295K | 1.1% | |
| JPMorgan Mid Cap Value R6 Mutual Fund | Other securities | — | — | $278K | 1.0% | |
| Various maturities through October * Notes receivable from participants 2036; Interest rates 3.25%-8.50% - | Bonds / Notes | — | — | $203K | 0.7% | |
| Vanguard Target Retirement 2020 Inv Mutual Fund | Mutual Funds | — | — | $105K | 0.4% | |
| Allspring Special Small Cap Value R6 Mutual Fund | Other securities | — | — | $71K | 0.3% | |
| Principal Small Cap Growth I R6 Mutual Fund | Other securities | — | — | $62K | 0.2% | |
| Vanguard Target Retirement 2065 Inv Mutual Fund | Mutual Funds | — | — | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CAPFINANCIAL PARTNERS LLC DBA CAPTR |
| — |
| RALEIGH, NC |
| INVESTMENT ADVISOR |
| $53K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CO ARCHITECTS | — | LOS ANGELES, CA | OTHER | $33K | — |
