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Original filing (PDF)20251216144219NAL0001378611001
STANTEC CONSULTING SERVICES INC.
Form 5500
FILING_RECEIVED
STANTEC 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 1.0 mo30% in single holding
Active participants
12,098
Accounts w/ balance
16,079
Plan assets (EOY)
$2.3B
Net assets (EOY)
$2.3B
How this plan invests
This plan
14 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
96
Concentration risk
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 1.0 months past the 10.5-month grace window.
- Top holding "State Street Global Advisors Trust State Street Global Advisors Trust Company Company Investment Funds for Tax Exempt Retirement Plans" is 30% of plan.
Helping the score
- Below-peer total fees (3 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STANTEC CONSULTING SERVICES INC..
Plan sponsor
Name
STANTEC CONSULTING SERVICES INC.
EIN
11-2167170
Address
3133 WEST FRYE ROAD, SUITE 300 · CHANDLER, AZ · 85226
Phone
(480) 687-6100
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Name
ANDREW WILSON, SCOT SCHLUND, MIKE KENNEDY, MARILYNN ROBINSON,
EIN
86-0680077
City
CHANDLER, AZ
Phone
(480) 687-6100
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-12-16
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)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
KEEGAN LINSCOTT & KENON P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $668K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | CONSULTANT | $84K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KEEGAN LINSCOTT & ASSOCIATES, PC | — | TUCSON, AZ | ACCOUNTANT | $25K | — |
Investments
27 direct securities · 14 pooled funds· $3.1B(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
$2.1B
27 holdings
Common Collective Trust
$1.0B
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| State Street Global Advisors Trust State Street Global Advisors Trust Company Investment Funds for Tax Exempt Retirement Plans | — | — | — | $682.9M | 29.4% | |
| Vanguard Inst index Plus Mutual Fund | — | — | — | $386.2M | 16.7% | |
| HARBOR CAPITAL APPRECIATION CIT 4 HARBOR CAPITAL · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $222.8M | 9.6% | |
| STATE STREET TARGET RETIREMENT 2050 STATE STREET BANK AND TRUST COMPANY · EIN 32-6528132 / PN 002 | Common Collective Trust | — | — | $118.5M | 5.1% | |
| GALLIARD STABLE RETURN FUND CLASS Q SEI TRUST COMPANY · EIN 52-2250959 / PN 001 | Common Collective Trust | — | — | $113.0M | 4.9% | |
| Dodge & Cox Income Mutual Fund | — | — | — | $110.6M | 4.8% | |
| Collective Trusts Galliard Stable Return Fund Wells Fargo Bank, N.A. Collective Investment Fund | — | — | — | $107.5M | 4.6% | |
| T Rowe Price Mid Cap Growth I Mutual Fund | — | — | — | $102.8M | 4.4% | |
| STATE STREET TARGET RETIREMENT 2045 STATE STREET BANK AND TRUST COMPANY · EIN 32-6528132 / PN 001 | Common Collective Trust | — | — | $95.1M | 4.1% | |
| STATE STREET TARGET RETIREMENT 2035 STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 499 | Common Collective Trust | — | — | $91.0M | 3.9% | |
| STATE STREET TARGET RETIREMENT 2040 STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 493 | Common Collective Trust | — | — | $89.4M | 3.9% | |
| Vanguard Developed Mrkts Instl Mutual Fund | — | — | — | $85.0M | 3.7% | |
| Vanguard Small Cap Growth Instl Mutual Fund | — | — | — | $83.5M | 3.6% | |
| JP Morgan Mid Cap Value CL L Mutual Fund | — | — | — | $81.3M | 3.5% | |
| STATE STREET TARGET RETIREMENT 2030 STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 492 | Common Collective Trust | — | — | $80.8M | 3.5% | |
| American Beacon Large CP VL R6 Mutual Fund | — | — | — | $76.9M | 3.3% | |
| Vanguard Small Cap Val Instl Mutual Fund | — | — | — | $71.6M | 3.1% | |
| STATE STREET TARGET RETIREMENT 2025 STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 498 | Common Collective Trust | — | — | $71.5M | 3.1% | |
| Dodge & Cox International ST Mutual Fund | — | — | — | $52.8M | 2.3% | |
| Blackrock Global Alloc I Mutual Fund | — | — | — | $42.3M | 1.8% | |
| Various Equity Securities | — | — | — | $38.4M | 1.7% | |
| STATE STREET TARGET RETIREMENT 2060 STATE STREET BANK AND TRUST COMPANY · EIN 32-6528132 / PN 008 | Common Collective Trust | — | — | $38.3M | 1.7% | |
| STATE STREET TARGET RETIREMENT 2055 STATE STREET BANK AND TRUST COMPANY · EIN 32-6528132 / PN 005 | Common Collective Trust | — | — | $34.6M | 1.5% | |
| DFA Emerging Mrkts Core Instl Mutual Fund | — | — | — | $33.9M | 1.5% | |
| STATE STREET TARGET RETIREMENT 2020 STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 491 | Common Collective Trust | — | — | $32.7M | 1.4% | |
| Calvert US LRG CAP CORE R6 Mutual Fund | — | — | — | $26.4M | 1.1% | |
| Vanguard Short Term Inflation ADM Mutual Fund | — | — | — | $23.4M | 1.0% | |
| Vanguard Money Market | — | — | — | $23.2M | 1.0% | |
| STATE STREET TARGET RETIREMENT 2065 STATE STREET BANK AND TRUST COMPANY · EIN 32-6528132 / PN 046 | Common Collective Trust | — | — | $17.0M | 0.7% | |
| DWS RREEF Real Estate Sec Instl Mutual Fund | — | — | — | $16.0M | 0.7% | |
| Pimco High Yield Inst Mutual Fund | — | — | — | $15.8M | 0.7% | |
| STATE STREET TARGET RETIREMENT INC STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 490 | Common Collective Trust | — | — | $14.1M | 0.6% | |
| Self-Directed Brokerage Accounts BIF Money Fund Money Market | — | — | — | $7.4M | 0.3% | |
| Pimco All Asset Fund Mutual Fund | — | — | — | $3.8M | 0.2% | |
| Various Mutual Fund | — | — | — | $3.1M | 0.1% | |
| Calvert Moderate Alloc CL I Mutual Fund | — | — | — | $1.8M | <0.1% | |
| Acclivity Small Cap Val FD I Mutual Fund | — | — | — | $1.7M | <0.1% | |
| GOLDMAN SACHS STABLE VALUE CIT INST GOLDMAN SACHS TRUST COMPANY, N.A. · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $645K | <0.1% | |
| Various U.S. Govt Security | — | — | — | $575K | <0.1% | |
| Various Corporate Bonds | — | — | — | $301K | <0.1% | |
| Antero Midstream Corp Preferred Stock | — | — | — | $15K | <0.1% |