Back to filter
Original filing (PDF)20251002115642NAL0000674784001
BOSWELL ENGINEERING, INC.
Form 5500
FILING_RECEIVED
BOSWELL ENGINEERING 401(K) PLAN
401(k) retirement plan
Signals · 1
50% in single holding
Active participants
251
Accounts w/ balance
311
Plan assets (EOY)
$53.9M
Net assets (EOY)
$53.9M
How this plan invests
This plan
1 pooled trust
Schedule D
37 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Plan total" is 50% of plan.
Helping the score
- Below-peer total fees (2 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOSWELL ENGINEERING, INC..
Plan sponsor
Name
BOSWELL ENGINEERING, INC.
EIN
22-1896168
Address
330 PHILLIPS AVENUE · SOUTH HACKENSACK, NJ · 076061722
Phone
(201) 641-0770
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
2025-10-02
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
SAVASTANO, KAUFMAN & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $10K | — |
Investments
37 direct securities · 1 pooled fund· $107.5M(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
$107.5M
37 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Plan total | — | — | — | $53.6M | 99.4% | |
| Fidelity Contrafund K Mutual fund | — | — | $593K | $12.5M | 23.2% | |
| Fidelity 500 Index Mutual fund | — | — | $23K | $4.6M | 8.6% | |
| Key Guaranteed Portfolio Fund ** Group annuity contract | — | — | — | $4.2M | 7.8% | |
| Empower T. Rowe Price Mid Cap GR Institute Mutual fund | — | — | $532K | $2.8M | 5.2% | |
| Mass Mutual Small Cap Opportunity I Mutual fund | — | — | $137K | $2.4M | 4.5% | |
| Fidelity Balanced Fund Mutual fund | — | — | $78K | $2.3M | 4.3% | |
| T. Rowe Price Retirement 2025 I Mutual fund | — | — | $133K | $2.2M | 4.1% | |
| T. Rowe Price Retirement 2030 I Mutual fund | — | — | $60K | $1.5M | 2.9% | |
| Fidelity US Bond Index Mutual fund | — | — | $148K | $1.5M | 2.8% | |
| Victory Sycamore Established Value I Mutual fund | — | — | $31K | $1.4M | 2.7% | |
| T. Rowe Price Retirement Balanced I Mutual fund | — | — | $101K | $1.3M | 2.5% | |
| American Funds EuroPacific GR R6 Mutual fund | — | — | $25K | $1.3M | 2.5% | |
| MassMutual Premier High Yield I Mutual fund | — | — | $157K | $1.3M | 2.3% | |
| T. Rowe Price Retirement 2050 I Mutual fund | — | — | $64K | $1.2M | 2.3% | |
| American Funds New Perspective R6 Mutual fund | — | — | $18K | $1.1M | 2.1% | |
| BlackRock Equity Dividend Institutional Mutual fund | — | — | $60K | $1.1M | 2.1% | |
| T. Rowe Price Retirement 2045 I Mutual fund | — | — | $48K | $1.1M | 2.0% | |
| T. Rowe Price Retirement 2060 I Mutual fund | — | — | $54K | $899K | 1.7% | |
| T. Rowe Price Retirement 2055 I Mutual fund | — | — | $45K | $887K | 1.6% | |
| JP Morgan US Equity R6 Mutual fund | — | — | $31K | $775K | 1.4% | |
| Fidelity Small Cap Index Mutual fund | — | — | $28K | $771K | 1.4% | |
| T. Rowe Price Retirement 2035 I Mutual fund | — | — | $35K | $730K | 1.4% | |
| Fidelity Mid Cap Index Mutual fund | — | — | $21K | $716K | 1.3% | |
| Invesco Small Cap Value R6 Mutual fund | — | — | $27K | $702K | 1.3% | |
| PGIM Total Return Bond R6 Mutual fund | — | — | $53K | $630K | 1.2% | |
| T. Rowe Price Retirement 2040 I Mutual fund | — | — | $20K | $615K | 1.1% | |
| Vanguard Strategic Equity Investment Mutual fund | — | — | $14K | $489K | 0.9% | |
| T. Rowe Price Retirement 2015 I Mutual fund | — | — | $35K | $438K | 0.8% | |
| T. Rowe Price Retirement 2020 I Mutual fund | — | — | $23K | $420K | 0.8% | |
| Fidelity International Index Mutual fund | — | — | $8K | $368K | 0.7% | |
| T. Rowe Price Retirement 2010 1 Mutual fund | — | — | $22K | $353K | 0.7% | |
| Notes receivable from participants Interest rates (4.25% - 9.5%) | — | — | — | $338K | 0.6% | |
| BlackRock Inflation Protected Bond K Mutual fund | — | — | $21K | $199K | 0.4% | |
| Fidelity Advisor Small Cap Growth I Mutual fund | — | — | $6K | $196K | 0.4% | |
| Brighthouse Variable Annuity Series** Individual annuity contracts | — | — | — | $168K | 0.3% | |
| T. Rowe Price Retirement 2065 I Mutual fund | — | — | $11K | $138K | 0.3% | |
| MORLEY STABLE VALUE CL 25 - I MORLEY STABLE VALUE FUND · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Related plans
Other plans using EMPOWER ADVISORY GROUP, LLC
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
ABBVIE INC.
ABBVIE SAVINGS PLAN
$13.4B · 28,506 participants
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
TRINET HR III, INC.
TRINET 401(K) PLAN
$8.7B · 209,337 participants
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
SCHNEIDER ELECTRIC HOLDINGS, INC.
SCHNEIDER ELECTRIC 401(K) PLAN
$5.1B · 20,597 participants
Similar-size Engineering Services plans
SPICER GROUP, INC.
SPICER GROUP, INC. 401(K) PROFIT SHARING PLAN
$54.1M · 305 participants
GRAY & OSBORNE, INC.
GRAY & OSBORNE, INC. 401(K) PROFIT SHARING PLAN
$53.7M · 131 participants
TOLTZ KING DUVALL ANDERSON AND ASSOCIATES INCORPORATED
TOLTZ KING DUVALL ANDERSON AND ASSOCIATES INCORPOR EMPLOYEE STOCK OWNERSHIP PLAN
$54.1M · 432 participants
RYDER SCOTT COMPANY, L.P.
RYDER SCOTT COMPANY PETROLEUM ENGINEERS PROFIT SHARING PLAN
$54.2M · 91 participants
VAN CLEEF ENGINEERING ASSOCIATES,
VAN CLEEF ENGINEERING ASSOCIATES 401(K) PROFIT
$53.6M · 230 participants
BUEHLER ENGINEERING, INC.
BUEHLER ENGINEERING, INC. 401K PROFIT SHARING PLAN
$53.6M · 114 participants
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants