Original filing (PDF)20250717154321NAL0000575265001

CONSULTING ENGINEERING SERVICES, INC.

Name: CONSULTING ENGINEERING SERVICES, INC. — CONSULTING ENGINEERING SERVICES, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CONSULTING ENGINEERING SERVICES, INC.

Form 5500

FILING_RECEIVED

CONSULTING ENGINEERING SERVICES, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

170

Accounts w/ balance

193

Plan assets (EOY)

$28.0M

Net assets (EOY)

$28.0M

How this plan invests

This plan

1 pooled trust

Schedule D

38 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade A

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONSULTING ENGINEERING SERVICES, INC..

Plan sponsor

Name

CONSULTING ENGINEERING SERVICES, INC.

EIN

06-1406235

Address

811 MIDDLE STREET · MIDDLETOWN, CT · 06457

Phone

(860) 632-1682

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

2025-07-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SERVI	—	IRVINE, CA	RECORDKEEPER	$1K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
COMMONWEALTH EQUITY	—	WALTHAM, MA	INVESTMENT ADVISOR	$17K	—

Investments

38 direct securities · 1 pooled fund· $26.9M(96% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Other securities

$24.6M

35 holdings

Common Collective Trust

$1.2M

1 holding

Common Stock

$1.1M

2 holdings

Cash / Money Market

$31K

1 holding

					% of plan
Vanguard 500 INDEX FUND - ADMIRAL	Other securities	—	—	$3.3M	11.7%
American Funds AMERICAN FUNDS GROWTH FUND OF AMER R6	Other securities	—	—	$2.3M	8.3%
American Funds AMERICAN FUNDS 2055 TARGET DATE FUND R6	Other securities	—	—	$1.4M	5.1%
Vanguard MID CAP INDEX ADM	Other securities	—	—	$1.3M	4.7%
American Funds AMERICAN FUNDS WASHINGTON MUTUAL R6	Other securities	—	—	$1.3M	4.6%
American Funds AMERICAN FUNDS 2050 TARGET DATE FUND R6	Other securities	—	—	$1.2M	4.4%
RELIANCEMETLIFE SERIES 25053 CL 0 METLIFE STABLE VALUE · EIN 58-1428634 / PN 013	Common Collective Trust	—	—	$1.2M	4.4%
Vanguard SMALL CAP INDEX FUND - ADMIRAL	Other securities	—	—	$1.2M	4.2%
Vanguard INTERNATIONAL GROWTH ADM	Other securities	—	—	$1.2M	4.1%
AB LARGE CAP GROWTH Z	Other securities	—	—	$999K	3.6%
American Funds AMERICAN FUNDS CAPITAL INC BLDR R6	Common Stock	—	—	$993K	3.6%
American Funds AMERICAN FUNDS 2060 TARGET DATE FUND R6	Other securities	—	—	$991K	3.5%
American Funds AMERICAN FUNDS 2025 TARGET DATE FUND R6	Other securities	—	—	$871K	3.1%
American Funds AMERICAN FUNDS NEW PERSPECTIVE R6	Other securities	—	—	$865K	3.1%
Vanguard DIVIDEND GROWTH INV	Other securities	—	—	$843K	3.0%
American Funds AMERICAN FUNDS 2065 TARGET DATE FUND R6	Other securities	—	—	$709K	2.5%
American Funds AMERICAN FUNDS 2010 TARGET DATE FUND R6	Other securities	—	—	$669K	2.4%
American Funds AMERICAN FUNDS 2035 TARGET DATE FUND R6	Other securities	—	—	$598K	2.1%
American Funds AMERICAN FUNDS 2030 TARGET DATE FUND R6	Other securities	—	—	$522K	1.9%
American Funds AMERICAN FUNDS 2045 TARGET DATE FUND R6	Other securities	—	—	$502K	1.8%
American Funds AMERICAN FUNDS SMALLCAP WORLD R6	Other securities	—	—	$481K	1.7%
American Funds AMERICAN FUNDS AMERICAN BALANCED R6	Other securities	—	—	$420K	1.5%
American Funds AMERICAN FUNDS BOND FUND OF AMER R6	Other securities	—	—	$413K	1.5%
American Funds AMERICAN FUNDS AMERICAN MUTUAL R6	Other securities	—	—	$392K	1.4%
PIMCO INCOME INSTL	Other securities	—	—	$384K	1.4%
American Funds AMERICAN FUNDS NEW WORLD R6	Other securities	—	—	$374K	1.3%
American Funds AMERICAN FUNDS CAPITAL WORLD G/I R6	Other securities	—	—	$352K	1.3%
American Funds AMERICAN FUNDS 2040 TARGET DATE FUND R6	Other securities	—	—	$174K	0.6%
Vanguard SHORT-TERM INVESTMENT-GRADE ADM	Other securities	—	—	$163K	0.6%
MFS NEW DISCOVERY VALUE R6	Other securities	—	—	$153K	0.5%
Blackrock MID-CAP GROWTH EQUITY INSTL	Other securities	—	—	$145K	0.5%
American Funds AMERICAN FUNDS AMERICAN HI INC TR R6	Common Stock	—	—	$140K	0.5%
American Funds AMERICAN FUNDS US GOVERNMENT SEC R6	Other securities	—	—	$111K	0.4%
Federated HERMES KAUFMANN SMALL CP FD IS	Other securities	—	—	$73K	0.3%
PIMCO REAL RETURN INSTL	Other securities	—	—	$62K	0.2%
American Funds AMERICAN FUNDS CAPITAL WORLD BOND R6	Other securities	—	—	$34K	0.1%
American Funds AMERICAN FUNDS US GOVT MONEY MARKET R6	Cash / Money Market	—	—	$31K	0.1%
American Funds AMERICAN FUNDS 2015 TARGET DATE FUND R6	Other securities	—	—	$25K	<0.1%
PIMCO ALL ASSET INSTL	Other securities	—	—	$15K	<0.1%