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Original filing (PDF)20250902094350NAL0014121457001
IN-DEPTH ENGINEERING CORPORATION
Form 5500
FILING_RECEIVED
IN-DEPTH ENGINEERING RETIREMENT PLAN
401(k) retirement plan
Signals · 1
31% in single holding
Active participants
193
Accounts w/ balance
287
Plan assets (EOY)
$36.1M
Net assets (EOY)
$36.1M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "DFA U.S. Core Equity II Fund Instl DFA 0" is 31% of plan.
Helping the score
- Below-peer total fees (20 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IN-DEPTH ENGINEERING CORPORATION.
Plan sponsor
Name
IN-DEPTH ENGINEERING CORPORATION
EIN
20-5228729
Address
11350 RANDOM HILLS ROAD · SUITE 110 · FAIRFAX, VA · 22030
Phone
(703) 282-2622
Industry
Custom Computer Programming· 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
2025-09-02
Pension benefit codes
2A · Age/service weighted or new comparability
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORD KEEPER | $27K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREENSPRING ADVISORS, LLC | — | TOWSON, MD | ADVISOR | $46K | — |
Investments
26 direct securities· $36.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| DFA U.S. Core Equity II Fund Instl DFA 0 | — | — | — | $11.0M | 30.5% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $6.2M | 17.1% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $3.8M | 10.6% | |
| Vanguard Interm-Term Invst Grade Adm Vanguard 0 | — | — | — | $3.0M | 8.3% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $2.1M | 5.9% | |
| Vanguard Short-Term Invest Grade Adm Vanguard 0 | — | — | — | $1.9M | 5.3% | |
| DFA Real Estate Securities Portfolio I DFA 0 | — | — | — | $1.4M | 3.9% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $1.3M | 3.7% | |
| Vanguard Inflation-Protected Sec Adm Vanguard 0 | — | — | — | $967K | 2.7% | |
| DFA U.S. Small Cap Value Portfolio I DFA 0 | — | — | — | $760K | 2.1% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $658K | 1.8% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $637K | 1.8% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $526K | 1.5% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $516K | 1.4% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $315K | 0.9% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $227K | 0.6% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $139K | 0.4% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $133K | 0.4% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $118K | 0.3% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $85K | 0.2% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $76K | 0.2% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $69K | 0.2% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $54K | 0.2% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $51K | 0.1% | |
| Vanguard Extended Market Index Adm Vanguard 0 | — | — | — | $13K | <0.1% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $4K | <0.1% |
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