Back to filter
Original filing (PDF)20250929205942NAL0005212083001
JAROS, BAUM & BOLLES CONSULTING ENGINEERS LLP
Form 5500
FILING_RECEIVED
JAROS, BAUM & BOLLES EMPLOYEES 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
348
Accounts w/ balance
495
Plan assets (EOY)
$77.9M
Net assets (EOY)
$77.9M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 21 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JAROS, BAUM & BOLLES CONSULTING ENGINEERS LLP.
Plan sponsor
Name
JAROS, BAUM & BOLLES CONSULTING ENGINEERS LLP
EIN
13-0884150
Address
80 PINE STREET · NEW YORK, NY · 10005
Phone
(212) 530-9397
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WISS & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $84K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY WEALTH MANAGEMENT | 13-2655998 | — | INVESTMENT ADVISORY | $80K | — |
Broker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| MID ATLANTIC CAPITAL CORPORATION | 25-1409618 | — | SECURITIES BROKER | $0 | — |
Investments
28 direct securities· $77.2M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock iShares S&P 500 Index Investor A | — | — | — | $14.4M | 18.5% | |
| NYL Anchor (65) | — | — | — | $8.5M | 10.9% | |
| Pioneer Fundamental Gr Y | — | — | — | $6.2M | 7.9% | |
| American Funds American Funds American Mutual R4 | — | — | — | $5.7M | 7.3% | |
| BlackRock iShares Russell Mid-Cap Index Inv A | — | — | — | $4.0M | 5.2% | |
| Victory Pioneer International Equity Y | — | — | — | $3.9M | 5.0% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Adv | — | — | — | $3.8M | 4.8% | |
| American Funds American Funds Strategic Bond R4 | — | — | — | $3.4M | 4.3% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Adv | — | — | — | $3.2M | 4.1% | |
| Franklin Small Cap Value A | — | — | — | $2.9M | 3.7% | |
| T. Rowe Price T. Rowe Price Retirement 2060 Adv | — | — | — | $2.8M | 3.6% | |
| Putnam Small Cap Growth Y | — | — | — | $2.6M | 3.3% | |
| JPMorgan Govt Bd R4 | — | — | — | $2.3M | 2.9% | |
| American Funds American Funds Balanced R4 | — | — | — | $2.1M | 2.7% | |
| Fidelity Select Health Care | — | — | — | $1.8M | 2.3% | |
| Cohen & Steers Cohen & Steers Estate Securities A | — | — | — | $1.4M | 1.8% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Adv | — | — | — | $1.3M | 1.7% | |
| T. Rowe Price T. Rowe Price Retirement 2025 Adv | — | — | — | $1.1M | 1.4% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Adv | — | — | — | $1.1M | 1.4% | |
| T. Rowe Price T. Rowe Price Retirement 2030 Adv | — | — | — | $985K | 1.3% | |
| American Funds American Funds New World R4 | — | — | — | $887K | 1.1% | |
| T. Rowe Price T. Rowe Price Retirement 2020 Adv | — | — | — | $809K | 1.0% | |
| T. Rowe Price T. Rowe Price Retirement 2065 Advisor | — | — | — | $801K | 1.0% | |
| Notes Receivable From Participants Various interest rates from 4.25% - 9.50% | — | — | — | $580K | 0.7% | |
| T. Rowe Price T. Rowe Price Retirement 2035 Adv | — | — | — | $381K | 0.5% | |
| Cash and Equivalents - * State Street Bank & Trust Co. Cash Reserve Account | — | — | — | $191K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement Balanced Adv | — | — | — | $125K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement 2015 Adv | — | — | — | $116K | 0.1% |
Related plans
Other plans using TRANSAMERICA RETIREMENT SOLUTIONS
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
NORTHWELL HEALTH, INC.
NORTHWELL HEALTH 403(B) PLAN
$10.9B · 49,356 participants
THE MOUNT SINAI MEDICAL CENTER
THE MOUNT SINAI MEDICAL CENTER 403(B) RETIREMENT PLAN
$9.5B · 46,304 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MASTER TRUST
$3.7B
WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER
WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN
$3.6B · 21,020 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC
THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC DEFINED CONTRIBUTION PLAN
$2.8B · 9,871 participants
Similar-size Professional & Technical Services plans
LITTLE DIVERSIFIED ARCHITECTURAL CONSULTING, INC.
LITTLE DIVERSIFIED ARCHITECTURAL CONSULTING, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN
$78.3M · 454 participants
ROBERT A.M. STERN ARCHITECTS, LLP
ROBERT A.M. STERN ARCHITECTS 401(K) PROFIT SHARING PLAN
$77.5M · 230 participants
MAGNUSSON KLEMENCIC ASSOCIATES INC.
MAGNUSSON KLEMENCIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST WITH 401(K)
$77.3M · 147 participants
THE ALLIANCE, INC.
THE ALLIANCE RETIREMENT PLAN
$77.1M · 134 participants
MOSELEY ARCHITECTS, P.C.
MOSELEY ARCHITECTS, P.C. 401(K) PLAN
$76.5M · 337 participants
LPA, INC.
LPA, INC. 401(K) SAVINGS PLAN
$79.5M · 494 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B