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Original filing (PDF)20251001073239NAL0031104978001
BARD, RAO & ATHANAS CONSULTING ENGINEERS, LLC
Form 5500
FILING_RECEIVED
BARD, RAO & ATHANAS CONSULTING ENGINEERS, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
30% in single holding
Active participants
477
Accounts w/ balance
601
Plan assets (EOY)
$106.7M
Net assets (EOY)
$106.7M
How this plan invests
This plan
3 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "s Vanguard Balanced Index Fund;Admiral" is 30% of plan.
Helping the score
- Below-peer total fees (0 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BARD, RAO & ATHANAS CONSULTING ENGINEERS, LLC.
Plan sponsor
Name
BARD, RAO & ATHANAS CONSULTING ENGINEERS, LLC
EIN
04-3519357
Address
10 GUEST STREET, 4TH FL · BOSTON, MA · 02135
Phone
(617) 254-0016
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
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2S · Automatic enrollment
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $382 | — |
Investments
22 direct securities · 3 pooled funds· $106.7M(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
$69.3M
21 holdings
Mutual Funds
$32.2M
1 holding
Common Collective Trust
$5.2M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Balanced Index Fund;Admiral | Mutual Funds | — | — | $32.2M | 30.1% | |
| Fidelity Large Cap Growth Index Fund | — | — | — | $17.2M | 16.1% | |
| Vanguard Institutional Index Fund | — | — | — | $11.1M | 10.4% | |
| Vanguard Mid-Cap Index Fund Institutional Shares | — | — | — | $8.0M | 7.5% | |
| Vanguard Value Index Adm | — | — | — | $6.0M | 5.6% | |
| Vanguard Small Cap Index Adm | — | — | — | $5.8M | 5.5% | |
| PIMCO Income Instl | — | — | — | $5.6M | 5.3% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $5.2M | 4.8% | |
| BlackRock LifePath Index 2040 K | — | — | — | $3.3M | 3.1% | |
| American Funds New World R6 | — | — | — | $2.6M | 2.4% | |
| BlackRock LifePath Index 2060 Fund | — | — | — | $2.6M | 2.4% | |
| BlackRock LifePath Index 2050 K | — | — | — | $2.0M | 1.9% | |
| BlackRock LifePath Index 2030 K | — | — | — | $1.8M | 1.7% | |
| BlackRock LifePath Index Retirement Fund | — | — | — | $1.0M | 1.0% | |
| Notes receivable to participants Loans to participants, due in various amounts - | — | — | — | $857K | 0.8% | |
| BlackRock LifePath Index 2035 K | — | — | — | $751K | 0.7% | |
| G&R RESOURCES IS | — | — | — | $206K | 0.2% | |
| / * Fidelity Government Money Market Fund - Class K6 | — | — | — | $197K | 0.2% | |
| Federated Hermes MDT Small Cap Core R6 | — | — | — | $172K | 0.2% | |
| BlackRock LifePath Index 2055 K | — | — | — | $77K | <0.1% | |
| PGIM Floating Rate Income Fund;R6 | — | — | — | $61K | <0.1% | |
| PGIM SELECT RL EST R GREAT GRAY TRUST COMPANY, LLC · EIN 38-7264543 / PN 706 | Common Collective Trust | — | — | $15K | <0.1% | |
| BlackRock LifePath Index 2065 Fund | — | — | — | $7K | <0.1% | |
| BlackRock LifePath Index 2045 K | — | — | — | $2K | <0.1% | |
| ONEAMERICA STABLE VALUE Z BMO HARRIS BANK NA · EIN 39-6490536 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |