· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ENGINEERED SYSTEMS, INC. — ENGINEERED SYSTEMS, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250530154524NAL0015715760001
ENGINEERED SYSTEMS, INC.
Form 5500-SF
FILING_RECEIVED
ENGINEERED SYSTEMS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
13
Accounts w/ balance
14
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ENGINEERED SYSTEMS, INC.
.
Find decision makers
Plan sponsor
Name
ENGINEERED SYSTEMS, INC.
EIN
04-3194781
Address
304 CAMBRIDGE RD SUITE 510 · WOBURN, MA · 01801
Phone
(781) 569-6525
Industry
Engineering Services
· Professional & Technical Services
see all
Plan administrator
Name
ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
EIN
42-1484983
City
KNOXVILLE, TN
Phone
(865) 670-1844
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-30
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Engineering Services plans
JAC AUTOMATED CONTROLS, LLC
JAC AUTOMATED CONTROLS, LLC 401(K) PROFIT SHARING PLAN
$1.4M · 4 participants
DELTA OAKS GROUP, PLLC
DELTA OAKS GROUP 401(K) PLAN
$1.4M · 29 participants
AUTOMATION & CONTROLS SPECIALISTS, LLC
AUTOMATION & CONTROLS SPECIALISTS, LLC 401(K) PLAN
$1.4M · 7 participants
LEMAY ENGINEERING & CONSULTING, INC.
LEMAY ENGINEERING & CONSULTING, INC. 401K PLAN
$1.4M · 3 participants
SOAP ENGINEERING, LLC
SOAP ENGINEERING 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.4M · 11 participants
KEMWORKS TECHNOLOGY, INC.
KEMWORKS TECHNOLOGY, INC. 401(K) PLAN
$1.4M · 3 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
