How big is Engineering Planning and Mgmt's plan?

Engineering Planning and Mgmt's plan reported $20.7M in assets and 46 participants for 2024.

Original filing (PDF)20250606094701NAL0009078883001

Engineering Planning and Mgmt

Name: Engineering Planning and Mgmt — Engineering Planning, Form 5500 (2024)
Creator: Engineering Planning and Mgmt
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Engineering Planning and Management, Inc. 401(k) Plan

401(k) retirement plan · Engineering Planning and Mgmt's Engineering Planning and Management, Inc. 401(k) Plan held $20.7M in plan assets for 46 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$20.7M

Net assets (EOY)

$20.7M

People on this filing

Lesley Leonard signed Engineering Planning and Mgmt's 2024 Form 5500 as plan administrator.

Lesley Leonard — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Engineering Planning and Mgmt's EIN is 04-2715320.

EIN 04-2715320

Plan number 001

Plan year 2024

ACK ID 20250606094701NAL0009078883001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Engineering Planning and Mgmt from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Engineering Planning and Mgmt's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ENGINEERING PLANNING AND MGMT.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score