Original filing (PDF)20251014094602NAL0005330290001

Partner Assessment Corporation DBA Partner Engineering and Science

Name: Partner Assessment Corporation DBA Partner Engineering and Science — Form 5500 Plan 001 (2024)
Creator: Partner Assessment Corporation DBA Partner Engineering and Science
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Partner Engineering and Science 401(k) Plan

401(k) retirement plan · Partner Assessment Corporation DBA Partner Engineering and Science's Partner Engineering and Science 401(k) Plan held $108.7M in plan assets for 1,253 participants in 2024, with Transamerica as recordkeeper.

Active participants

1,253

Accounts w/ balance

1,379

Plan assets (EOY)

$108.7M

Net assets (EOY)

$108.7M

People on this filing

Dana Derhake signed Partner Assessment Corporation DBA Partner Engineering and Science's 2024 Form 5500 as plan administrator.

Dana Derhake — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Partner Assessment Corporation DBA Partner Engineering and Science's EIN is 20-8264379.

EIN 20-8264379

Plan number 001

Plan year 2024

ACK ID 20251014094602NAL0005330290001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Partner Assessment Corporation DBA Partner Engineering and Science from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Partner Assessment Corporation DBA Partner Engineering and Science's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PARTNER ASSESSMENT CORPORATION DBA PARTNER ENGINEERING AND SCIENCE.

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How this plan invests

This plan

1 pooled trust

Schedule D

47 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Plan sponsor

Name

PARTNER ASSESSMENT CORPORATION DBA PARTNER ENGINEERING AND SCIENCE

EIN

all filings

Address

2154 TORRANCE BLVD. SUITE 200 · TORRANCE, CA · 90501

Phone

(310) 963-7941

Industry

Engineering Services· Professional & Technical Services

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

2025-10-14

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)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORD KEEPER	$85K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WELLS FARGO CLEARING SERVICES, LLC	34-1542819	—	INVESTMENT ADVISORY-PLAN	$50K	—

Investments

47 direct securities · 1 pooled fund· $115.5M(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.

Mutual Funds

$89.4M

28 holdings

Other securities

$9.7M

12 holdings

Common Collective Trusts

$6.1M

2 holdings

Common Collective Trust

$3.9M

1 holding

Stable Value

$2.3M

1 holding

Common Stocks

$2.3M

1 holding

Bonds / Notes

$1.1M

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Vanguard$83.1M American Funds (Capital Group)$9.1M Transamerica$5.8M BlackRock / iShares$4.3M State Street / SPDR$3.9M Janus Henderson$2.8M JPMorgan$2.6M American Century$1.7M Dimensional / DFA

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Name	EIN	Location	Relation	Direct comp	Indirect comp
BAKER TILLY US LLP	30-1413443	—	AUDIT	$15K	—

					% of plan
Vanguard Target Retirement 2040 Inv N/R	Mutual Funds	—	—	$11.9M	10.9%
Vanguard Target Retirement 2050 Inv N/R	Mutual Funds	—	—	$11.3M	10.4%
Vanguard Target Retirement 2045 Inv N/R	Mutual Funds	—	—	$11.1M	10.2%
Vanguard Target Retirement 2035 Inv N/R	Mutual Funds	—	—	$8.6M	7.9%
Vanguard Target Retirement 2055 Inv N/R	Mutual Funds	—	—	$8.1M	7.5%
Vanguard Target Retirement 2030 Inv N/R	Mutual Funds	—	—	$7.6M	7.0%
Vanguard Total Stock Mkt Idx Adm N/R	Common Collective Trusts	—	—	$5.6M	5.1%
Vanguard Target Retirement 2025 Inv N/R	Mutual Funds	—	—	$5.4M	5.0%
Vanguard Target Retirement 2060 Inv N/R	Mutual Funds	—	—	$4.4M	4.0%
STATE STREET S&P 500 INDEX NL FUND STATE STREET · EIN 04-0025081 / PN 085	Common Collective Trust	—	—	$3.9M	3.6%
American Funds American Funds Growth Fund of Amer N/R	Mutual Funds	—	—	$3.3M	3.0%
American Funds American Fds Gr Fd of America R3	Mutual Funds	—	—	$3.3M	3.0%
Stable Value Fund * Transamerica Stable Value Advantage N/R	Stable Value	—	—	$2.3M	2.1%
Transamerica Life Ins. Co. Transamerica Stbl Val Adv Op	Common Stocks	—	—	$2.3M	2.1%
R3 Janus Henderson Janus Henderson Global Tech and N/R	Mutual Funds	—	—	$2.2M	2.0%
Innovation I BlackRock Equity Dividend Inv A N/R	Other securities	—	—	$2.1M	2.0%
Vanguard Target Retirement 2020 Inv N/R	Mutual Funds	—	—	$1.9M	1.7%
Vanguard Mid Cap Index Adm N/R	Mutual Funds	—	—	$1.6M	1.5%
JP Morgan JPMorgan Mid Cap Growth R6 N/R	Other securities	—	—	$1.4M	1.3%
Vanguard Small Cap Index Adm N/R	Mutual Funds	—	—	$1.4M	1.3%
American Funds American Funds New Perspective R3 N/R	Mutual Funds	—	—	$1.3M	1.2%
Hartford Total Return Bond R6 N/R	Other securities	—	—	$1.3M	1.2%
American Century American Century Mid Cap Value A N/R	Other securities	—	—	$1.3M	1.2%
American Funds American Funds EuroPacific Gr R4 N/R	Mutual Funds	—	—	$1.2M	1.1%
Participants Notes Receivable with interest rates of 4.25% to 9.50%	Bonds / Notes	—	—	$1.1M	1.0%
Vanguard Target Retirement 2065 Inv N/R	Mutual Funds	—	—	$961K	0.9%
Transamerica High Yield Bond RB N/R	Other securities	—	—	$855K	0.8%
Vanguard REIT Index Adm	Mutual Funds	—	—	$737K	0.7%
Vanguard Small Cap Value Index N/R	Mutual Funds	—	—	$720K	0.7%
Admiral DFA Emerging Markets I N/R	Mutual Funds	—	—	$705K	0.6%
Janus Henderson Janus Henderson Triton T N/R	Mutual Funds	—	—	$598K	0.6%
JPMorgan Govt Bd I	U.S. Treasuries	—	—	$576K	0.5%
BlackRock Global Allocation Insti N/R	Other securities	—	—	$550K	0.5%
Blackrock Glbl Alloc I	Other securities	—	—	$550K	0.5%
Blackrock iShares MSCI EAFE Intl Idx K	Common Collective Trusts	—	—	$512K	0.5%
BlackRock International Index K N/R	Other securities	—	—	$512K	0.5%
Vanguard Target Retirement Income Inv N/R	Mutual Funds	—	—	$496K	0.5%
American Century American Century Infl Adj Bond A N/R	Other securities	—	—	$413K	0.4%
Allspring Precious Metals A N/R	Other securities	—	—	$403K	0.4%
Vanguard LifeStrategy Growth Inv N/R	Mutual Funds	—	—	$313K	0.3%
Vanguard LifeStrategy Cnsrv Gr Inv N/R	Mutual Funds	—	—	$183K	0.2%
Option Interest Bearing Cash * Transamerica Interest bearing cash N/R	Cash / Money Market	—	—	$161K	0.1%
Brandywine GLOBAL BrandywineGLOBAL Global Opps Bond N/R	Other securities	—	—	$148K	0.1%
Legg Mason BrandywineGlbl - Glbl Opp Bd I	Other securities	—	—	$148K	0.1%
I Vanguard LifeStrategy Moderate Gr Inv N/R	Mutual Funds	—	—	$134K	0.1%
Vanguard European Stock Index Adm N/R	Mutual Funds	—	—	$57K	<0.1%
Vanguard LifeStrategy Income Inv N/R	Mutual Funds	—	—	$53K	<0.1%
Vanguard Target Retirement 2070 Inv N/R	Mutual Funds	—	—	$42K	<0.1%

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