Original filing (PDF)20251001160439NAL0021259762001

ENGINEERING SERVICES & PRODUCTS COMPANY

Name: ENGINEERING SERVICES & PRODUCTS COMPANY — ENGINEERING SERVICES & PRODUCTS COMPANY 401(K) DEFINED CONTRIBUTION PLAN, Form 5500 (2024)
Creator: ENGINEERING SERVICES & PRODUCTS COMPANY

Form 5500

FILING_RECEIVED

ENGINEERING SERVICES & PRODUCTS COMPANY 401(K) DEFINED CONTRIBUTION PLAN

401(k) retirement plan

Signals · 2

32% in single holdingNo recordkeeper disclosed

Active participants

316

Accounts w/ balance

440

Plan assets (EOY)

$48.6M

Net assets (EOY)

$48.6M

How this plan invests

This plan

1 pooled trust

Schedule D

95 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

100

Knocking points off

Top holding "T Rowe Price Small Cap Stock Fund T Rowe Price Blue Chip Growth Fund 81,433 units" is 32% of plan.
No recordkeeper disclosed on Schedule C.

Helping the score

No Schedule C compensation disclosed — likely a small plan or unbundled.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENGINEERING SERVICES & PRODUCTS COMPANY.

Plan sponsor

Name

ENGINEERING SERVICES & PRODUCTS COMPANY

EIN

06-1037062

Address

1395 JOHN FITCH BOULEVARD · SOUTH WINDSOR, CT · 06074

Phone

(860) 528-1119

Industry

Wholesale Tradesee 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

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2S · Automatic enrollment

Audit & trust (Schedule H)

Auditor

SRC CPAS, P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

93 direct securities · 1 pooled fund· $45.9M(94% 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

$44.3M

92 holdings

Common Collective Trust

$1.6M

1 holding

Corporate Bonds

$5K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
T Rowe Price Small Cap Stock Fund T Rowe Price Blue Chip Growth Fund 81,433 units	—	—	—	$14.7M	30.1%
Aberdeen Emergining Markets Fund Select 194,928 units	—	—	$195K	$4.7M	9.6%
Hartford International Opportunities Fund R5 189,131 units	—	—	$189K	$3.6M	7.4%
129.947 units	—	—	—	$3.5M	7.3%
JPMorgan SmartRetirement 2055 Fund Inst LD ABT SH DRTN Inc 1 481,659 units	—	—	$482K	$1.9M	3.8%
JPMorgan SmartRetirement 2035 Fund Inst 83,059 units	—	—	—	$1.6M	3.4%
COMMON COLLECTIVE TRUST FIDELITY · EIN 46-6208187 / PN 001	Common Collective Trust	—	$30K	$1.6M	3.3%
JPMorgan SmartRetirement 2045 Fund Inst JPMorgan SmartRetirement 2050 Fund Inst 65,441 units	—	—	—	$1.5M	3.0%
JPMorgan SmartRetirement 2025 Fund Inst 85.733 units	—	—	—	$1.4M	2.9%
JPMorgan Equity Income I 197,406 units	—	—	—	$1.4M	2.9%
57.677 units	—	—	—	$1.2M	2.6%
Easton Vance - Atlanta Capital SMID - Cap Fund 28,155 units	—	—	—	$1.2M	2.4%
JPMorgan SmartRetirement 2030 Fund Inst 61.829 units	—	—	—	$1.1M	2.3%
BlackRock Global Allocation Fund Inst 57.711 units	—	—	—	$1.1M	2.2%
JPMorgan Core BD Plus I 20.957 units	—	—	—	$770K	1.6%
Cash Equivalents Fidelity Government Money Market 665,004 units	—	—	—	$665K	1.4%
Fidelity Cash Reserves 582.198 units	—	—	—	$582K	1.2%
PIF Real EST Sec IS 63.975 units	—	—	—	$506K	1.0%
Vanguard Sector Index FDS Vanguard 482 units	—	—	—	$259K	0.5%
8,259 units	—	—	$8K	$232K	0.5%
JPMorgan SmartRetirement Fund Inst JPMorgan SmartRetirement 2020 Fund Inst 13,531 units	—	—	—	$212K	0.4%
11,651 units	—	—	—	$179K	0.4%
Alphabet Inc Cap STK CL A Amazon.com Inc NFS LLC Is a Market 731 units	—	—	—	$160K	0.3%
PIMCO Com Real Ret I 12,169 units	—	—	—	$160K	0.3%
11,276 units	—	—	$11K	$152K	0.3%
Vanguard Specialized Portfolios Div 2,540 units	—	—	—	$150K	0.3%
Pacer FDS TR Trendp 100 ETF 205 units	—	—	—	$120K	0.2%
Vanguard Index FDS Vanguard Value 668 units	—	—	—	$113K	0.2%
JPMorgan Mid Cap Value L 8,504 units	—	—	$9K	$100K	0.2%
Vanguard Star FD Vanguard Total Intl 363 units	—	—	—	$67K	0.1%
Schwab Strategic TR US Dividend Equity 2,075 units	—	—	—	$57K	0.1%
Wal-mart Stores Inc NFS Is A Specialist 277 units	—	—	—	$56K	0.1%
Vanguard Intl Equity Index FD Inc 87 units	—	—	—	$54K	0.1%
Vanguard Admiral FDS Inc S&P 500 Value Vanguard BD Index FD Inc Total BD Market 743 units	—	—	—	$53K	0.1%
Vaneck Vectors ETF TR Digi Trans ETF 270 units	—	—	—	$53K	0.1%
Soundhound AI Inc NFS Is A Specialist 581 units	—	—	—	$52K	0.1%
Ishares Trust 10+ Year Credit Bond Ishares Bitcoin TR SHS 900 units	—	—	—	$48K	<0.1%
80 units	—	—	—	$41K	<0.1%
Atlas Technology Intl Inc Com 784 units Berkshite Hathaway Inc Del CL B New 86 units	—	—	—	$39K	<0.1%
Crowdstrike Hldgs Inc CL A 91 units	—	—	—	$31K	<0.1%
Costco Wholesale Corp 33 units	—	—	—	$30K	<0.1%
Rio Tinto PLC Spon ADR	—	—	—	$27K	<0.1%
Invesco Exchange Traded FD TR S&P 500 518 units	—	—	—	$25K	<0.1%
563 units	—	—	—	$25K	<0.1%
420 units	—	—	—	$21K	<0.1%
Invesco Exchange Traded FD TR II Invesco Exchng Trad SLF Indexe Invt Grd 856 units	—	—	—	$21K	<0.1%
20,000 units	—	—	$20K	$20K	<0.1%
Snowflake Inc CL A 31 units 40 units	—	—	—	$16K	<0.1%
Invesco Exchng Traded FD TR II 74 units	—	—	—	$16K	<0.1%
Vanguard Index FDS Formerly Vanguard 50 units	—	—	—	$14K	<0.1%
S&P 500 Depository Receipt SPDR Ser TR DJ Wilshite Small Cap 152 units	—	—	—	$14K	<0.1%
Mckesson Corp NFS Is A Specialist 31 units	—	—	—	$13K	<0.1%
Loomis Sayles Bond Fund Inst PIMCO All Asset Inst 1.187 units	—	—	—	$13K	<0.1%
Sector SPDR TR SHS Ben Int Industrial 160 units	—	—	—	$12K	<0.1%
Exxon Mobil Corp NFS Is A Specialist Facebook Inc Com 20 units	—	—	—	$12K	<0.1%
Nucor Corp NFS Is A Specialist 86 units	—	—	—	$12K	<0.1%
Arista Networks Inc Com 103 units	—	—	—	$11K	<0.1%
Devon Energy Corp New 101 units	—	—	—	$11K	<0.1%
American Express Natl BK Brok CD 10,000 units	—	—	$10K	$10K	<0.1%
Tesla Motors Inc Com 476 units	—	—	—	$9K	<0.1%
BMO Harris BK Natl Assn Chicag CD 8,000 units	—	—	$8K	$8K	<0.1%
Morgan Stanley BK N A CD 8,000 units	—	—	—	$8K	<0.1%
Morgan Stanley Private BK Natl CD Nicolet Narl BK Green Way WI CD 8,000 units	—	—	—	$8K	<0.1%
Kinsale Cap Group Inc Com Lam Research Corp Com New 101 units	—	—	—	$7K	<0.1%
Corporate Stocks (Common) Accenture PLC SHS CL A New 20 units	—	—	—	$7K	<0.1%
Micron Technology NFS Is A Specialist 20 units 832 Moderna Inc Com 88 units	—	—	—	$7K	<0.1%
First FNDTN BK Irvine CA CD 6,000 units	—	—	—	$6K	<0.1%
Ishares Silver TR Ishares 10 units	—	—	—	$6K	<0.1%
Permian Resources Corp Class A Com 407 units	—	—	—	$6K	<0.1%
Huntington Ingalls Inds Inc Com 12 units	—	—	—	$6K	<0.1%
200 units	—	—	—	$5K	<0.1%
Microsoft Corp NFS LLC Is A Market 60 units	—	—	—	$5K	<0.1%
Nvidia Corp NFS LLC Is A Market Occidental Petroleum Corр 100 units	—	—	—	$5K	<0.1%
Vanguard Index FDS Formerly Vanguard 56 units	—	—	—	$5K	<0.1%
5,000 units	Corporate Bonds	—	$5K	$5K	<0.1%
Shopify Inc NPV Subordinated A	—	—	—	$5K	<0.1%
311 units	—	—	—	$4K	<0.1%
Wells Fargo Bank Natl Assn CD 4,000 units	—	—	—	$4K	<0.1%
Sector SPDR TR SHS Ben Int Utilities Select Sector SPDR TR RL Est Sel Sec 101 units	—	—	—	$4K	<0.1%
American Express Natl BK Brok CD 4,000 units	—	—	—	$4K	<0.1%
American Express Natl BK Brok CD 4,000 units	—	—	—	$4K	<0.1%
Bristol Myers Squibb NFS LLC 64 units	—	—	—	$4K	<0.1%
Procter & Gamble Co FNS Is A Specialist Qualcomm Inc NFS LLC Is A Market 20 units	—	—	—	$3K	<0.1%
NU Holdings LTD Airbnb Inc Com CL A 21 units	—	—	—	$3K	<0.1%
43 units	—	—	—	$3K	<0.1%
Cintas Corp NFS LLC Confluent Inc Class A Com 90 units	—	—	—	$3K	<0.1%
Lemonade Inc Com 51 units	—	—	—	$2K	<0.1%
Globus Med Inc CL A New 22 units	—	—	—	$2K	<0.1%
3 units	—	—	—	$2K	<0.1%
Capri Holdings Limited Com NPV 145 units	—	—	—	$2K	<0.1%
Overstock Com Inc Del Com 275 units	—	—	—	$1K	<0.1%
Appian Corp CL A 37 units	—	—	—	$1K	<0.1%
W P Carey Inc Com units 183 American Tower Reit Com Innovative INDL PPTYS Inc CL A 16 units	—	—	—	$1K	<0.1%
Cabot Oil & Gas CP CLA 31 units	—	—	—	$1K	<0.1%