Back to filter
Original filing (PDF)20250918110607NAL0001654208001
LERA CONSULTING STRUCTURAL ENGINEERS, R.L.L.P.
Form 5500
FILING_RECEIVED
LERA CONSULTING STRUCTURAL ENGINEERS, R.L.L.P. SALARY REDUCTION PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
42% in single holding
Active participants
90
Accounts w/ balance
100
Plan assets (EOY)
$50.5M
Net assets (EOY)
$50.5M
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 (directional)
90
/ 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
79
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity FID BLUE CHIP GR" is 42% of plan.
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 LERA CONSULTING STRUCTURAL ENGINEERS, R.L.L.P..
Plan sponsor
Name
LERA CONSULTING STRUCTURAL ENGINEERS, R.L.L.P.
EIN
13-3147972
Address
40 WALL STREET · 23RD FLOOR · NEW YORK, NY · 10005
Phone
(212) 750-9000
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-18
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GRASSI & CO., CPAS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$66K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRASSI &CO. CPAS | 11-3266576 | — | ACCOUNTANT/AUDITOR | $22K | — |
Investments
37 direct securities · 1 pooled fund· $50.5M(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
$49.1M
37 holdings
Common Collective Trust
$1.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity FID BLUE CHIP GR | — | — | — | $21.1M | 41.8% | |
| Fidelity FID 500 INDEX | — | — | — | $6.2M | 12.3% | |
| Fidelity FID BALANCED | — | — | — | $3.2M | 6.2% | |
| Baird CORE PLUS INST | — | — | — | $2.9M | 5.8% | |
| Fidelity FID EXTD MKT IDX | — | — | — | $2.4M | 4.8% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.5M | 2.9% | |
| John Hancock JH DSCPL VAL MDCP I | — | — | — | $1.4M | 2.7% | |
| T. Rowe TRP DIV GROWTH | — | — | — | $1.2M | 2.4% | |
| Artisan Partners ARTISAN INTL INST | — | — | — | $1.2M | 2.3% | |
| Fidelity FID TOTAL MKT IDX | — | — | — | $1.0M | 2.0% | |
| Baird MID CAP INST | — | — | — | $1.0M | 2.0% | |
| Fidelity FID INTL GROWTH | — | — | — | $939K | 1.9% | |
| Glenmede SMCP EQ ADV | — | — | — | $720K | 1.4% | |
| Fidelity FID US BOND IDX | — | — | — | $719K | 1.4% | |
| Janus Henderson J H TRITON N | — | — | — | $649K | 1.3% | |
| Fidelity FID FREEDOM 2045 | — | — | — | $526K | 1.0% | |
| Invesco INVS DIVRS DIVD Y | — | — | — | $400K | 0.8% | |
| Fidelity FID FREEDOM 2030 | — | — | — | $295K | 0.6% | |
| Fidelity FID GLB EX US IDX | — | — | — | $289K | 0.6% | |
| Eaton Vance EV INC FUND BOSTON I | — | — | — | $286K | 0.6% | |
| PIMCO PIM EM MKTS BD INST | — | — | — | $282K | 0.6% | |
| Sterling MGL SM CAP VAL INST | — | — | — | $255K | 0.5% | |
| Fidelity FID FREEDOM 2060 | — | — | — | $252K | 0.5% | |
| Fidelity FID FREEDOM 2035 | — | — | — | $250K | 0.5% | |
| Fidelity FID GOVT MMKT | — | — | — | $243K | 0.5% | |
| Carillon Scout CRLN S MID CAP I | — | — | — | $222K | 0.4% | |
| Natixis AEW GF RE Y | — | — | — | $195K | 0.4% | |
| Fidelity FID FREEDOM 2050 | — | — | — | $161K | 0.3% | |
| Fidelity FID FREEDOM 2040 | — | — | — | $148K | 0.3% | |
| Fidelity FID FREEDOM 2055 | — | — | — | $138K | 0.3% | |
| T. Rowe TRP INTL VALUE EQ | — | — | — | $126K | 0.2% | |
| Allspring AS EMRG MKTS EQ IS | — | — | — | $96K | 0.2% | |
| Participant Loans Interest rates ranging from 4.25% to 6.50% $-0- | — | — | — | $77K | 0.2% | |
| Brandywine GLOBAL BWG GLB OPP BOND I | — | — | — | $54K | 0.1% | |
| Fidelity FID FREEDOM 2065 | — | — | — | $37K | <0.1% | |
| Fidelity FID FREEDOM 2020 | — | — | — | $35K | <0.1% | |
| Fidelity FID FREEDOM INCOME | — | — | — | $30K | <0.1% | |
| Allspring AS GOVT SECS IS | — | — | — | $3K | <0.1% |
Related plans
Similar-size Engineering Services plans
CHEMICAL & INDUSTRIAL ENGINEERING, INC.
C & I ENGINEERING, INC. SALARY SAVINGS PLAN
$50.5M · 238 participants
DELTA RESEARCH, INC.
DELTA RESEARCH, INC. 401(K) PROFIT SHARING PLAN
$50.5M · 65 participants
ROBINSON ENGINEERING, LTD.
ROBINSON ENGINEERING, LTD. 401(K)-E PROFIT SHARING PLAN AND TRUST
$50.6M · 86 participants
GLOSTEN, INC.
GLOSTEN, INC. PROFIT SHARING/401(K) PLAN
$50.7M · 122 participants
HERBERT ROWLAND & GRUBIC, INC.
HERBERT ROWLAND & GRUBIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$50.9M · 321 participants
JEO, INC.
JEO, INC. 401(K) PROFIT SHARING PLAN
$51.2M · 358 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