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Original filing (PDF)20250929103625NAL0004973507001
BUILDING TECHNOLOGY ENGINEERS, INC.
Form 5500
FILING_RECEIVED
BUILDING TECHNOLOGY ENGINEERS, INC. RETIREMENT INCOME PLAN
Defined-benefit pension plan
Signals · 1
~163 bps in Sched C fees
Active participants
9
Accounts w/ balance
—
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
How this plan invests
This plan
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
75
Participation health
100
Knocking points off
- 163 bps in Schedule C fees — 213% above peer band of 52 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BUILDING TECHNOLOGY ENGINEERS, INC..
Plan sponsor
Name
BUILDING TECHNOLOGY ENGINEERS, INC.
EIN
04-2765026
Address
301 MERRITT 7 · 6TH FLOOR · NORWALK, CT · 06851
Phone
(203) 849-7800
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Name
EMCOR GROUP INC.
EIN
11-2125338
City
NORWALK, CT
Phone
(203) 849-7800
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
Pension benefit codes
1B · Flat-dollar DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 11-3658445 | — | NONE | $18K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $11K | — |
Investments
19 direct securities· $1.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF | — | — | — | $170K | 9.6% | |
| PIMCO Income I2 | — | — | — | $162K | 9.2% | |
| Natixis Loomis SAY C/P Bond Y | — | — | — | $141K | 8.0% | |
| MFS Mass Inv Growth Stk I | — | — | — | $127K | 7.2% | |
| Capital Group Dividend Value ETF | — | — | — | $126K | 7.1% | |
| American Funds Bond Fund of Amer F2 | — | — | — | $124K | 7.0% | |
| Fidelity Total Bond ETF | — | — | — | $121K | 6.8% | |
| Guggenheim Limited Duration Instl | — | — | — | $108K | 6.1% | |
| Columbia Dividend Income Inst | — | — | — | $91K | 5.1% | |
| First Eagle Global I | — | — | — | $88K | 5.0% | |
| MFS Intl Diversification I | — | — | — | $86K | 4.9% | |
| Capital Group Global Growth ETF | — | — | — | $85K | 4.8% | |
| Capital Group Intl Focus ETF | — | — | — | $84K | 4.7% | |
| Invesco S&P 500 Equal Weight ETF | — | — | — | $83K | 4.7% | |
| Baron Growth Fund Ins | — | — | — | $45K | 2.5% | |
| Neuberger Berman Genesis Ins | — | — | — | $44K | 2.5% | |
| Capital Group Core Bal ETF | — | — | — | $41K | 2.3% | |
| Janus Henderson Balanced I | — | — | — | $41K | 2.3% | |
| Morgan Stanley Bank Deposit Program | — | — | — | $4K | 0.2% |
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