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Original filing (PDF)20251010122651NAL0013105328001
BOHLER ENGINEERING P.C.
Form 5500
FILING_RECEIVED
BOHLER ENGINEERING P.C. 401(K) PLAN
401(k) retirement plan
Active participants
924
Accounts w/ balance
1,147
Plan assets (EOY)
$141.3M
Net assets (EOY)
$141.3M
How this plan invests
This plan
1 pooled trust
Schedule D
33 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
Helping the score
- Below-peer total fees (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOHLER ENGINEERING P.C..
Plan sponsor
Name
BOHLER ENGINEERING P.C.
EIN
22-2592713
Address
30 INDEPENDENCE BLVD · SUITE 200 · WARREN, NJ · 07059
Phone
(908) 668-8300
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WISS & COMPANY. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $78K | — |
Investments
32 direct securities · 1 pooled fund· $141.3M(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
$137.8M
32 holdings
Common Collective Trust
$3.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANG 500 INDEX ADM | — | 29,114.732 | $9.7M | $15.8M | 11.2% | |
| AF GRTH FUND AMER R6 | — | 196,304.71 | $12.7M | $14.6M | 10.4% | |
| BLKRK LP IDX 2060 K | — | 649,075.05 | $11.6M | $14.0M | 9.9% | |
| FID LG CAP VAL IDX | — | 558,350.295 | $7.9M | $10.1M | 7.2% | |
| BLKRK LP IDX 2055 K | — | 388,846.681 | $7.6M | $9.4M | 6.6% | |
| BLKRK LP IDX 2050 K | — | 367,859.428 | $7.0M | $8.5M | 6.1% | |
| BLKRK LP IDX 2045 K | — | 359,460.871 | $7.0M | $8.0M | 5.7% | |
| J H ENTERPRISE I | — | 40,240.542 | $5.1M | $5.7M | 4.1% | |
| FID LG CAP GR IDX | — | 128,013.455 | $3.5M | $5.0M | 3.5% | |
| TA INTL EQUITY I | — | 220,294.308 | $4.1M | $4.5M | 3.2% | |
| BLKRK LP IDX 2040 K | — | 173,417.611 | $3.0M | $3.5M | 2.5% | |
| FID US BOND IDX | — | 344,596.714 | $3.9M | $3.5M | 2.5% | |
| FH CAP PRESRVN R6P FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | 345,503.966 | $3.5M | $3.5M | 2.4% | |
| AS SPL SM CAP VAL IS | — | 76,951.267 | $2.7M | $3.1M | 2.2% | |
| BLKRK LP IDX 2035 K | — | 164,058.349 | $2.7M | $3.1M | 2.2% | |
| BLKRK LP IDX 2030 K | — | 150,433.2 | $2.4M | $2.6M | 1.8% | |
| BLKRK LP IDX RTMT K | — | 183,890.64 | $2.6M | $2.5M | 1.8% | |
| AS SPL MID CP VAL IS | — | 51,846.844 | $2.1M | $2.5M | 1.8% | |
| VANG SM CAP IDX ADM | — | 21,165.926 | $1.8M | $2.4M | 1.7% | |
| VANG MIDCAP IDX ADM | — | 7,351.331 | $1.8M | $2.4M | 1.7% | |
| OAKMARK EQ & INC INV | — | 59,743.137 | $1.9M | $2.1M | 1.5% | |
| VANG INFL PROT ADM | — | 94,357.712 | $2.4M | $2.1M | 1.5% | |
| VANG TOT INTL STK AD | — | 59,673.651 | $1.8M | $1.9M | 1.3% | |
| PGIM HIGH YIELD R6 | — | 377,942.45 | $1.8M | $1.8M | 1.3% | |
| AF EUROPAC GROWTH R6 | — | 32,984.279 | $1.8M | $1.8M | 1.3% | |
| AF CORP BOND R6 | — | 172,648.272 | $1.6M | $1.6M | 1.1% | |
| OUTSTANDING LOAN BALANCE | — | — | — | $1.3M | 0.9% | |
| FID EMERGING MKTS K | — | 24,195.024 | $897K | $921K | 0.7% | |
| VANG TOT BD MKT ADM | — | 78,394.245 | $802K | $743K | 0.5% | |
| VAN REAL EST IDX ADM | — | 5,828.885 | $723K | $736K | 0.5% | |
| AM CENT SM CAP GR R6 | — | 30,992.185 | $592K | $714K | 0.5% | |
| VANG GNMA ADM | — | 71,935.564 | $722K | $656K | 0.5% | |
| BWG GLB OPP BOND I | — | 3,829.775 | $37K | $31K | <0.1% |
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