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Original filing (PDF)20251017165510NAL0007362529001
SOILS ENGINEERING SERVICES, INC.
Form 5500
FILING_RECEIVED
SOILS ENGINEERING SERVICES, INC. 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
96
Accounts w/ balance
161
Plan assets (EOY)
$11.6M
Net assets (EOY)
$11.6M
How this plan invests
This plan
54 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOILS ENGINEERING SERVICES, INC..
Plan sponsor
Name
SOILS ENGINEERING SERVICES, INC.
EIN
22-2119179
Address
959 US-46 EAST · 3RD FLOOR · PARSIPPANY, NJ · 07054
Phone
(973) 808-9050
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
2025-10-17
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | NONE | $20K | — |
| WILSHIRE ASSOCIATES, INC | — | SANTA MONICA, CA | NONE | $2K | — |
| INTAC ACTUARIAL SERVICES INC | 22-2446239 | BOSTON, MA | NONE | $1K | — |
| PROACCOUNT | 73-0988442 | COLUMBUS, OH | NONE | $289 | — |
| RBC CAPITAL MARKETS LLC | — | MINNEAPOLIS, MN | NONE | $0 | — |
Investments
54 direct securities· $10.8M(94% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 INDX 475,519 - | — | — | — | $1.1M | 9.5% | |
| NUVN LFCYCIND 2045 R6 486,888 - | — | — | — | $1.0M | 9.0% | |
| AMFDS AM BAL R6 250,980 - | — | — | — | $993K | 8.6% | |
| VNGRD GR INDX ADML 205,971 - | — | — | — | $877K | 7.6% | |
| NUVN LFCYCIND 2060 R6 388,837 - | — | — | — | $748K | 6.5% | |
| VNGRD BAL INDX ADML 314,038 - | — | — | — | $670K | 5.8% | |
| NUVN LFCYCIND 2055 R6 266,702 - | — | — | — | $584K | 5.1% | |
| NUVN LFCYCIND 2050 R6 264,778 - | — | — | — | $575K | 5.0% | |
| Nationwide Fixed Select ** - | — | — | — | $502K | 4.3% | |
| NUVN LFCYCIND 2035 R6 219,207 - | — | — | — | $435K | 3.8% | |
| VNGRD WLSLY INC ADML 262,427 - | — | — | — | $406K | 3.5% | |
| VNGRD MID-CAP IDX FD 142,610 - | — | — | — | $358K | 3.1% | |
| AS NUVN LFCYCIND 2025 R6 175,131 - | — | — | — | $297K | 2.6% | |
| JPM GR ADVTG R6 100,516 - | — | — | — | $272K | 2.4% | |
| NUVN LFCYCIND 2030 R6 147,278 - | — | — | — | $265K | 2.3% | |
| AMFDS SMCAP WLD R6 75,989 - | — | — | — | $218K | 1.9% | |
| NUVN LFCYCIND 2065 R6 162,940 - | — | — | — | $210K | 1.8% | |
| PIMCO INC INST 131,455 - | — | — | — | $188K | 1.6% | |
| TROWEPR GR STK 32,115 - | — | — | — | $186K | 1.6% | |
| VNGRD DEVL MKT INDX 111,283 - | — | — | — | $165K | 1.4% | |
| ADML VNGRD EMRG MKT 105,983 - | — | — | — | $143K | 1.2% | |
| STKINDXADM AMCENT GLBL REALEST 106,574 - | — | — | — | $103K | 0.9% | |
| R6 NUVN LFCYCIND 2020 R6 59,437 - | — | — | — | $96K | 0.8% | |
| FED HRMS INST 36,830 - | — | — | — | $74K | 0.6% | |
| HIYLDBD INS BLKRK INFL PRTCT BD K 55,148 - | — | — | — | $64K | 0.6% | |
| NUVN LFCYCIND 2040 R6 21,962 - | — | — | — | $45K | 0.4% | |
| VNGRD TTL STMKT INDX 11,623 - | — | — | — | $38K | 0.3% | |
| Contract * Notes Receivable From - | — | — | — | $35K | 0.3% | |
| FD A NUVN LFCYCIND 2015 R6 14,613 - | — | — | — | $23K | 0.2% | |
| VNGRD VAL INDX ADML 8,558 - | — | — | — | $22K | 0.2% | |
| FID INFL PRTCT BD INDX 15,964 - | — | — | — | $18K | 0.2% | |
| FID US BD INDX 15,450 - | — | — | — | $16K | 0.1% | |
| DODGECOX INTL STK I 6,320 - | — | — | — | $12K | 0.1% | |
| FID INTL INDX 4,528 - | — | — | — | $6K | <0.1% | |
| GDMNSCS 5,059 - | — | — | — | $6K | <0.1% | |
| NW LOOMIS ALLCAP GR 1,835 - | — | — | — | $5K | <0.1% | |
| R6 AVNTS US LGCAP VAL 3,740 - | — | — | — | $5K | <0.1% | |
| INST JPM LGCAP GR R6 906 - | — | — | — | $5K | <0.1% | |
| VNGRD SM CAP INDX FD 2,061 - | — | — | — | $5K | <0.1% | |
| AS JPM EQ INC R5 2,353 - | — | — | — | $5K | <0.1% | |
| AVNTS EMRG MKT EQ 4,004 - | — | — | — | $4K | <0.1% | |
| INST VNGRD INFO TECH INDX 816 - | — | — | — | $3K | <0.1% | |
| ADML MFS MDCAP GR R6 1,541 - | — | — | — | $3K | <0.1% | |
| DIAMOND HILL MDCAP I 2,033 - | — | — | — | $3K | <0.1% | |
| PRNCPL GLBL REALEST 3,350 - | — | — | — | $3K | <0.1% | |
| R6 VNGRD FTSE SOC INDX 1,305 - | — | — | — | $3K | <0.1% | |
| ADML FRSTEGLE GOLD R6 2,116 - | — | — | — | $2K | <0.1% | |
| VNGRD HLTH CARE 1,092 - | — | — | — | $2K | <0.1% | |
| ADML L&G COMDTY STRAT 1,777 - | — | — | — | $2K | <0.1% | |
| INST PGIM TTL RTN BD R6 1,519 - | — | — | — | $2K | <0.1% | |
| VNGRD EXPLR ADML 599 - | — | — | — | $1K | <0.1% | |
| AVNTS US SMCAP VAL 1,007 - | — | — | — | $1K | <0.1% | |
| INST PIMCO REAL RTN INST 714 - | — | — | — | $1K | <0.1% | |
| DFA EMRG MKT COREQ 2 690 - | — | — | — | $1K | <0.1% |