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Original filing (PDF)20251009082238NAL0006671633001
BURO HAPPOLD CONSULTING ENGINEERS, INC.
Form 5500
FILING_RECEIVED
BURO HAPPOLD RETIREMENT PLAN
401(k) retirement plan
Active participants
406
Accounts w/ balance
587
Plan assets (EOY)
$51.6M
Net assets (EOY)
$51.6M
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)
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
- 22 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 BURO HAPPOLD CONSULTING ENGINEERS, INC..
Plan sponsor
Name
BURO HAPPOLD CONSULTING ENGINEERS, INC.
EIN
20-5154355
Address
100 BROADWAY, 23RD FLOOR · NEW YORK, NY · 10005
Phone
(212) 334-2025
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
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)
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
MAILLIE LLP
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 | $56K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL PENSION ADVISORS INC | 04-3422848 | — | ADVISOR | $57K | — |
Investments
37 direct securities · 1 pooled fund· $51.5M(100% 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.
Uncategorized
$49.5M
37 holdings
Common Collective Trust
$2.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Mutual Fund | — | — | — | $7.2M | 14.0% | |
| American Funds Target Date 2055 Mutual Fund | — | — | — | $4.1M | 7.9% | |
| American Funds Target Date 2050 Mutual Fund | — | — | — | $3.8M | 7.4% | |
| American Funds Target Date 2045 Mutual Fund | — | — | — | $3.8M | 7.4% | |
| American Funds Target Date 2060 Mutual Fund | — | — | — | $3.3M | 6.4% | |
| American Funds Target Date 2035 Mutual Fund | — | — | — | $2.7M | 5.3% | |
| American Funds Target Date 2040 Mutual Fund | — | — | — | $2.7M | 5.2% | |
| Putnam Large Cap value Fund Mutual Fund | — | — | — | $2.4M | 4.6% | |
| JH STABLE VALUE I6 MANULIFE ASSETS MANAGEMENT TRUST CO · EIN 01-0233346 / PN 001 | Common Collective Trust | — | — | $2.0M | 3.8% | |
| Principal Blue Chip Fund Mutual Fund | — | — | — | $1.8M | 3.5% | |
| American Funds Target Date 2030 Mutual Fund | — | — | — | $1.8M | 3.5% | |
| Vanguard Mid cap Index Fund Mutual Fund | — | — | — | $1.7M | 3.3% | |
| American Funds Target Date 2025 Mutual Fund | — | — | — | $1.7M | 3.2% | |
| Vanguard Small Cap Index Fund Mutual Fund | — | — | — | $1.5M | 2.8% | |
| Fidelity Total Bond K6 Mutual Fund | — | — | — | $1.4M | 2.7% | |
| GQG Partners Emerging Markets Equity Fund Mutual Fund | — | — | — | $1.1M | 2.0% | |
| Vanguard Total Intl Stock Index FD Mutual Fund | — | — | — | $1.0M | 2.0% | |
| American Funds Target Date 2065 Mutual Fund | — | — | — | $964K | 1.9% | |
| Wasatch Core Growth Investment Fund Mutual Fund | — | — | — | $909K | 1.8% | |
| Franklin Smal Cap Value Fund Mutual Fund | — | — | — | $834K | 1.6% | |
| Carillon Eagle Mid Cap Growth Fund Mutual Fund | — | — | — | $790K | 1.5% | |
| Vanguard Interm-Term Bond Index Fnd Mutual Fund | — | — | — | $511K | 1.0% | |
| MFS Mid Cap Value Fund Mutual Fund | — | — | — | $479K | 0.9% | |
| MFS International Growth Fund Mutual Fund | — | — | — | $476K | 0.9% | |
| American Funds Target Date 2020 Mutual Fund | — | — | — | $422K | 0.8% | |
| DFA US Sustainability Core Fund Mutual Fund | — | — | — | $402K | 0.8% | |
| John Hancock Balanced Fund Mutual Fund | — | — | — | $372K | 0.7% | |
| Participant loans October 2046 | — | — | — | $358K | 0.7% | |
| BlackRock Global Allocation Fund Mutual Fund | — | — | — | $273K | 0.5% | |
| PGIM High Yield Fund Mutual Fund | — | — | — | $205K | 0.4% | |
| Blackrock Strategy Income Opportunity Fund Mutual Fund | — | — | — | $165K | 0.3% | |
| Parnassus Core Equity Fund Mutual Fund | — | — | — | $156K | 0.3% | |
| DFA International Sustainability Core Mutual Fund | — | — | — | $109K | 0.2% | |
| American Funds Target Date 2015 Mutual Fund | — | — | — | $88K | 0.2% | |
| Parnassus Value Equity Fund Mutual Fund | — | — | — | $45K | <0.1% | |
| Calvert Small-Cap Fund Mutual Fund | — | — | — | $36K | <0.1% | |
| Fidelity Government Money Market Fund Money Market Fund | — | — | — | $15K | <0.1% | |
| American Funds Target Date 2010 Mutual Fund | — | — | — | $2K | <0.1% |
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