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Original filing (PDF)20250910080808NAL0020988465001
R.G. VANDERWEIL ENGINEERS, LLP
Form 5500
FILING_RECEIVED
THE VANDERWEIL COMPANIES SAVINGS PLAN
401(k) retirement plan
Active participants
479
Accounts w/ balance
629
Plan assets (EOY)
$138.4M
Net assets (EOY)
$138.4M
How this plan invests
This plan
1 pooled trust
Schedule D
39 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 R.G. VANDERWEIL ENGINEERS, LLP.
Plan sponsor
Name
R.G. VANDERWEIL ENGINEERS, LLP
EIN
04-2452980
Address
274 SUMMER STREET · BOSTON, MA · 02110
Phone
(617) 423-7423
Industry
Engineering Services· 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
2025-09-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $86K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHEPHERD FINANCIAL PARTNERS LLC | — | WINCHESTER, MA | INVESTMENT ADVISOR | $47K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US LLP | — | MADISON, WI | AUDITOR | $20K | — |
Investments
38 direct securities · 1 pooled fund· $138.4M(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
$117.5M
37 holdings
Mutual Funds
$13.7M
1 holding
Common Collective Trust
$7.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Growth Index - Admiral N/R | Mutual Funds | — | — | $13.7M | 9.9% | |
| T. Rowe Price T. Rowe Price Equity Index 500 Fund I Class N/R | — | — | — | $12.5M | 9.0% | |
| Empower Putnam Large Cap Value R6 N/R | — | — | — | $11.5M | 8.3% | |
| Harbor Capital Harbor Capital Appreciation Fund Rtm Class N/R | — | — | — | $11.2M | 8.1% | |
| Vanguard Target Retirement 2030 Fund N/R | — | — | — | $8.5M | 6.1% | |
| Vanguard Mid-Cap Growth Index - Admiral N/R | — | — | — | $7.6M | 5.5% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $7.2M | 5.2% | |
| Vanguard Target Retirement 2035 Fund N/R | — | — | — | $4.9M | 3.6% | |
| Vanguard Total International Stock Index Admiral N/R | — | — | — | $4.5M | 3.3% | |
| Vanguard Small Cap Growth Index Admiral N/R | — | — | — | $3.8M | 2.7% | |
| Vanguard Target Retirement 2025 Fund N/R | — | — | — | $3.6M | 2.6% | |
| Vanguard Target Retirement 2040 Fund N/R | — | — | — | $3.5M | 2.5% | |
| JP Morgan JP Morgan Mid Cap Value Fund Class R6 N/R | — | — | — | $3.0M | 2.2% | |
| BlackRock High Yield Bond Portfolio Class K N/R | — | — | — | $3.0M | 2.1% | |
| Vanguard Target Retirement 2055 Fund N/R | — | — | — | $2.9M | 2.1% | |
| Vanguard Target Retirement 2050 Fund N/R | — | — | — | $2.9M | 2.1% | |
| Vanguard Target Retirement 2045 Fund N/R | — | — | — | $2.7M | 2.0% | |
| T. Rowe Price T.Rowe Price QM U.S. Bond Index N/R | — | — | — | $2.7M | 2.0% | |
| Vanguard Emerging Markets Stock Index Admiral N/R | — | — | — | $2.5M | 1.8% | |
| Vanguard Mid-Cap Value Index Admiral N/R | — | — | — | $2.4M | 1.7% | |
| BlackRock iShares Russell 2000 Small Cap Index K N/R | — | — | — | $2.3M | 1.7% | |
| JP Morgan JP Morgan Core Bond R6 N/R | — | — | — | $2.2M | 1.6% | |
| Vanguard Small Cap Value Index Admiral N/R | — | — | — | $2.1M | 1.5% | |
| Loomis Sayles Loomis Sayles Core Plus Bond N N/R | — | — | — | $2.0M | 1.4% | |
| Vanguard Target Retirement 2060 Fund N/R | — | — | — | $1.8M | 1.3% | |
| Vanguard Target Retirement 2020 Fund N/R | — | — | — | $1.6M | 1.2% | |
| ClearBridge Small Cap Growth Fund Class IS N/R | — | — | — | $1.6M | 1.1% | |
| Calamos International Growth I N/R | — | — | — | $1.5M | 1.1% | |
| Vanguard Mid Cap Index Admiral N/R | — | — | — | $1.2M | 0.9% | |
| JP Morgan JP Morgan US Equity R6 N/R | — | — | — | $1.1M | 0.8% | |
| Vanguard Target Retirement Income Fund N/R | — | — | — | $1.1M | 0.8% | |
| Vanguard Cash Reserves Federal Money Market Fund N/R | — | — | — | $1.1M | 0.8% | |
| Admiral Shares BlackRock Strategic Income Opps K N/R | — | — | — | $919K | 0.7% | |
| Participant Loans Notes receivable from participants, with interest rates $0 | — | — | — | $915K | 0.7% | |
| Vanguard Value Index - Admiral N/R | — | — | — | $899K | 0.6% | |
| First Eagle First Eagle Overseas Fund Class R6 N/R | — | — | — | $873K | 0.6% | |
| Vanguard Target Retirement 2065 Fund N/R | — | — | — | $387K | 0.3% | |
| Invesco Convertible Securities R6 N/R | — | — | — | $274K | 0.2% | |
| Calvert Equity I N/R | — | — | — | $8K | <0.1% |