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Original filing (PDF)20251014094602NAL0005330290001
PARTNER ASSESSMENT CORPORATION DBA PARTNER ENGINEERING AND SCIENCE
Form 5500
FILING_RECEIVED
PARTNER ENGINEERING AND SCIENCE 401(K) PLAN
401(k) retirement plan
Active participants
1,253
Accounts w/ balance
1,379
Plan assets (EOY)
$108.7M
Net assets (EOY)
$108.7M
How this plan invests
This plan
1 pooled trust
Schedule D
53 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
- 14 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PARTNER ASSESSMENT CORPORATION DBA PARTNER ENGINEERING AND SCIENCE.
Plan sponsor
Name
PARTNER ASSESSMENT CORPORATION DBA PARTNER ENGINEERING AND SCIENCE
EIN
20-8264379
Address
2154 TORRANCE BLVD. SUITE 200 · TORRANCE, CA · 90501
Phone
(310) 963-7941
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
2025-10-14
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY, US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $85K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES, LLC | 34-1542819 | — | INVESTMENT ADVISORY-PLAN | $50K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US LLP | 30-1413443 | — | AUDIT | $15K | — |
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.
Uncategorized
$99.7M
46 holdings
Mutual Funds
$11.9M
1 holding
Common Collective Trust
$3.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Inv N/R | Mutual Funds | — | — | $11.9M | 10.9% | |
| Vanguard Target Retirement 2050 Inv N/R | — | — | — | $11.3M | 10.4% | |
| Vanguard Target Retirement 2045 Inv N/R | — | — | — | $11.1M | 10.2% | |
| Vanguard Target Retirement 2035 Inv N/R | — | — | — | $8.6M | 7.9% | |
| Vanguard Target Retirement 2055 Inv N/R | — | — | — | $8.1M | 7.5% | |
| Vanguard Target Retirement 2030 Inv N/R | — | — | — | $7.6M | 7.0% | |
| Vanguard Total Stock Mkt Idx Adm N/R | — | — | — | $5.6M | 5.1% | |
| Vanguard Target Retirement 2025 Inv N/R | — | — | — | $5.4M | 5.0% | |
| Vanguard Target Retirement 2060 Inv N/R | — | — | — | $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 | — | — | — | $3.3M | 3.0% | |
| American Funds American Fds Gr Fd of America R3 | — | — | — | $3.3M | 3.0% | |
| Stable Value Fund * Transamerica Stable Value Advantage N/R | — | — | — | $2.3M | 2.1% | |
| Transamerica Life Ins. Co. Transamerica Stbl Val Adv Op | — | — | — | $2.3M | 2.1% | |
| R3 Janus Henderson Janus Henderson Global Tech and N/R | — | — | — | $2.2M | 2.0% | |
| Innovation I BlackRock Equity Dividend Inv A N/R | — | — | — | $2.1M | 2.0% | |
| Vanguard Target Retirement 2020 Inv N/R | — | — | — | $1.9M | 1.7% | |
| Vanguard Mid Cap Index Adm N/R | — | — | — | $1.6M | 1.5% | |
| JP Morgan JPMorgan Mid Cap Growth R6 N/R | — | — | — | $1.4M | 1.3% | |
| Vanguard Small Cap Index Adm N/R | — | — | — | $1.4M | 1.3% | |
| American Funds American Funds New Perspective R3 N/R | — | — | — | $1.3M | 1.2% | |
| Hartford Total Return Bond R6 N/R | — | — | — | $1.3M | 1.2% | |
| American Century American Century Mid Cap Value A N/R | — | — | — | $1.3M | 1.2% | |
| American Funds American Funds EuroPacific Gr R4 N/R | — | — | — | $1.2M | 1.1% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | — | — | — | $1.1M | 1.0% | |
| Vanguard Target Retirement 2065 Inv N/R | — | — | — | $961K | 0.9% | |
| Transamerica High Yield Bond RB N/R | — | — | — | $855K | 0.8% | |
| Vanguard REIT Index Adm | — | — | — | $737K | 0.7% | |
| Vanguard Small Cap Value Index N/R | — | — | — | $720K | 0.7% | |
| Admiral DFA Emerging Markets I N/R | — | — | — | $705K | 0.6% | |
| Janus Henderson Janus Henderson Triton T N/R | — | — | — | $598K | 0.6% | |
| JPMorgan Govt Bd I | — | — | — | $576K | 0.5% | |
| BlackRock Global Allocation Insti N/R | — | — | — | $550K | 0.5% | |
| Blackrock Glbl Alloc I | — | — | — | $550K | 0.5% | |
| Blackrock iShares MSCI EAFE Intl Idx K | — | — | — | $512K | 0.5% | |
| BlackRock International Index K N/R | — | — | — | $512K | 0.5% | |
| Vanguard Target Retirement Income Inv N/R | — | — | — | $496K | 0.5% | |
| American Century American Century Infl Adj Bond A N/R | — | — | — | $413K | 0.4% | |
| Allspring Precious Metals A N/R | — | — | — | $403K | 0.4% | |
| Vanguard LifeStrategy Growth Inv N/R | — | — | — | $313K | 0.3% | |
| Vanguard LifeStrategy Cnsrv Gr Inv N/R | — | — | — | $183K | 0.2% | |
| Option Interest Bearing Cash * Transamerica Interest bearing cash N/R | — | — | — | $161K | 0.1% | |
| Brandywine GLOBAL BrandywineGLOBAL Global Opps Bond N/R | — | — | — | $148K | 0.1% | |
| Legg Mason BrandywineGlbl - Glbl Opp Bd I | — | — | — | $148K | 0.1% | |
| I Vanguard LifeStrategy Moderate Gr Inv N/R | — | — | — | $134K | 0.1% | |
| Vanguard European Stock Index Adm N/R | — | — | — | $57K | <0.1% | |
| Vanguard LifeStrategy Income Inv N/R | — | — | — | $53K | <0.1% | |
| Vanguard Target Retirement 2070 Inv N/R | — | — | — | $42K | <0.1% |
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