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Original filing (PDF)20250916145120NAL0003189392001
GREAT WEST ENGINEERING, INC.
Form 5500
FILING_RECEIVED
GREAT WEST ENGINEERING, INC. 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
104
Accounts w/ balance
114
Plan assets (EOY)
$19.9M
Net assets (EOY)
$19.8M
How this plan invests
This plan
19 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREAT WEST ENGINEERING, INC..
Plan sponsor
Name
GREAT WEST ENGINEERING, INC.
EIN
20-2501633
Address
2501 BELT VIEW DRIVE · HELENA, MT · 59601
Phone
(406) 495-6198
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
2025-09-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
JCCS, PC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACEC RETIREMENT TRUST | — | ROSWELL, GA | OTHER | $25K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
Investments
15 direct securities · 19 pooled funds· $21.3M(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
$9.3M
15 holdings
Common Collective Trust
$7.1M
12 holdings
Pooled Separate Account
$4.9M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY FREEDOM BLEND 2035 COMMING FIDELITY INVESTMENTS · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $2.3M | 11.6% | |
| LARGE CAP GROWTH / JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $1.8M | 9.1% | |
| Capital Group Europacific Growth Fund n/a | — | — | — | $1.6M | 7.8% | |
| FUTUREFUNDS SERIES ACCOUNT II OF GR EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $1.6M | 7.8% | |
| Vanguard Institutional Index Fund n/a | — | — | — | $1.4M | 6.9% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $1.2M | 5.9% | |
| American Funds Washington Mutual Fund n/a | — | — | — | $1.0M | 5.2% | |
| FIDELITY FREEDOM BLEND 2055 COMMING FIDELITY INVESTMENTS · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $996K | 5.0% | |
| Vanguard Mid Cap Index Fund n/a | — | — | — | $988K | 5.0% | |
| FIDELITY FREEDOM BLEND 2030 COMMING FIDELITY INVESTMENTS · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $981K | 4.9% | |
| Vanguard Small Cap Index Fund n/a | — | — | — | $927K | 4.7% | |
| Empower Fixed Account n/a | — | — | — | $812K | 4.1% | |
| T.Rowe Price Institutional Mid Cap Growth Fund n/a | — | — | — | $738K | 3.7% | |
| FIDELITY FREEDOM BLEND 2040 COMMING FIDELITY INVESTMENTS · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $696K | 3.5% | |
| FIDELITY FREEDOM BLEND 2045 COMMING FIDELITY INVESTMENTS · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $553K | 2.8% | |
| Vanguard Total International Stock Index Fund n/a | — | — | — | $511K | 2.6% | |
| FIDELITY FREEDOM BLEND 2015 COMMING FIDELITY INVESTMENTS · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $423K | 2.1% | |
| MID CAP VALUE / ROBECO BOSTON PARTN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 440 | Pooled Separate Account | — | — | $317K | 1.6% | |
| Vanguard Total Bond Market Index Fund n/a | — | — | — | $315K | 1.6% | |
| American Funds American Balanced Fund n/a | — | — | — | $305K | 1.5% | |
| FIDELITY FREEDOM BLEND 2060 COMMING FIDELITY INVESTMENTS · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $297K | 1.5% | |
| FIDELITY FREEDOM BLEND 2050 COMMING FIDELITY INVESTMENTS · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $287K | 1.4% | |
| FIDELITY FREEDOM BLEND 2025 COMMING FIDELITY INVESTMENTS · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $276K | 1.4% | |
| Nuveen Real Estate Securities Fund n/a | — | — | — | $224K | 1.1% | |
| T.Rowe Price Integrated Small Growth Fund n/a | — | — | — | $185K | 0.9% | |
| FIDELITY FREEDOM BLEND 2020 COMMING FIDELITY INVESTMENTS · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $145K | 0.7% | |
| Participant loans Interest rates 5.25-10.50% -0- | — | — | — | $133K | 0.7% | |
| FIDELITY FREEDOM BLEND 2065 COMMING FIDELITY INVESTMENTS · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $131K | 0.7% | |
| Vanguard FTSE Social Index Fund n/a | — | — | — | $125K | 0.6% | |
| Empower Secure Foundation Balance Fund n/a | — | — | — | $103K | 0.5% | |
| VICTORY SMALL CAP VALUE COLLECTIVE THE VICTORY PORTFOLIOS · EIN 90-6240599 / PN 008 | Common Collective Trust | — | — | $31K | 0.2% | |
| MID CAP VALUE / ROBECO BOSTON PARTN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 440 | Pooled Separate Account | — | — | $0 | <0.1% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $0 | <0.1% | |
| LARGE CAP GROWTH / JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $0 | <0.1% |
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