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Original filing (PDF)20250904145622NAL0010099043001
KS ENGINEERS, P.C.
Form 5500
FILING_RECEIVED
KS ENGINEERS, P.C. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
281
Accounts w/ balance
350
Plan assets (EOY)
$35.8M
Net assets (EOY)
$35.8M
How this plan invests
This plan
17 pooled trusts
Schedule D
31 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 (20 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KS ENGINEERS, P.C..
Plan sponsor
Name
KS ENGINEERS, P.C.
EIN
22-3341410
Address
2 RIVERFRONT PLAZA 3RD FLOOR · NEWARK, NJ · 07102
Phone
(973) 623-2999
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
2025-09-04
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)
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $8K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACEC RETIREMENT TRUST | — | ROSWELL, GA | OTHER | $44K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $19K | — |
Investments
15 direct securities · 17 pooled funds· $37.1M(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
$14.8M
13 holdings
Pooled Separate Account
$7.2M
4 holdings
Common Collective Trust
$6.7M
13 holdings
Mutual Funds
$5.0M
1 holding
Insurance Contracts
$3.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| S SHARES/UNITS VANGUARD INSTITUTIONAL INDEX INSTL PL | Mutual Funds | — | $11K | $5.0M | 14.1% | |
| LARGE CAP GROWTH/JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | $34K | $3.8M | 10.7% | |
| EI FIXED ACCOUNT - SERIES CLASS III | Insurance Contracts | — | — | $3.5M | 9.7% | |
| FIDELITY FREEDOM BLEND 2035 COMMING FIDELTY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 092 | Common Collective Trust | — | $77K | $2.2M | 6.3% | |
| AMERICAN FUNDS WASHINGTON MUTUAL R6 | — | — | $34K | $2.1M | 5.8% | |
| VANGUARD TOTAL INTL STOCK INDEX INSTL | — | — | $14K | $1.8M | 4.9% | |
| T. ROWE PRICE INSTL MID-CAP EQUITY GR | — | — | $29K | $1.8M | 4.9% | |
| VANGUARD TOTAL BOND MARKET INDEX INST | — | — | $154K | $1.5M | 4.1% | |
| VANGUARD MID CAP INDEX INS | — | — | $20K | $1.5M | 4.1% | |
| CAPITAL GROUP EUROPACIFIC GROWTH SA | — | — | $126K | $1.4M | 3.9% | |
| FUTUREFUNDS SERIES ACCT II OF GWLA EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $1.4M | 3.9% | |
| VANGUARD FTSE SOCIAL INDEX I | — | — | $32K | $1.3M | 3.6% | |
| AMERICAN FUNDS AMERICAN BALANCED R6 | — | — | $34K | $1.2M | 3.3% | |
| FIDELITY FREEDOM BLEND 2025 COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 090 | Common Collective Trust | — | $47K | $1.2M | 3.3% | |
| VANGUARD SMALL CAP INDEX INSTL | — | — | $10K | $1.1M | 3.1% | |
| CORE PLUS BOND/PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | $38K | $1.0M | 2.9% | |
| MID CAP VALUE/ROBECO BOSTON PARTNER EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 440 | Pooled Separate Account | — | $16K | $911K | 2.5% | |
| FIDELITY FREEDOM BLEND 2045 COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 094 | Common Collective Trust | — | $25K | $785K | 2.2% | |
| FIDELITY FREEDOM BLEND 2030 COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 091 | Common Collective Trust | — | $19K | $489K | 1.4% | |
| FIDELITY FREEDOM BLEND 2065 COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 168 | Common Collective Trust | — | $26K | $456K | 1.3% | |
| T. ROWE PRICE INTEGRATED US SM GR EQ I | — | — | $10K | $421K | 1.2% | |
| FIDELITY FREEDOM BLEND 2015 COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 088 | Common Collective Trust | — | $19K | $413K | 1.2% | |
| NUVEEN REAL ESTATE SECURITIES R6 | — | — | $26K | $402K | 1.1% | |
| FIDELITY FREEDOM BLEND 2020 COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 089 | Common Collective Trust | — | $16K | $375K | 1.0% | |
| EMPOWER SECUREFOUNDATION BAL INST | — | — | $39K | $280K | 0.8% | |
| FIDELITY FREEDOM BLEND 2040 COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 093 | Common Collective Trust | — | $8K | $246K | 0.7% | |
| with maturities through 2033 | — | — | — | $184K | 0.5% | |
| VICTORY SMALL CAP VALUE COLLECTV 75 THE VICTORY PORTFOLIOS · EIN 90-6240599 / PN 008 | Common Collective Trust | — | $3K | $165K | 0.5% | |
| FIDELITY FREEDOM BLEND 2055 COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 113 | Common Collective Trust | — | $5K | $152K | 0.4% | |
| FIDELITY FREEDOM BLEND 2060 COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 147 | Common Collective Trust | — | $4K | $82K | 0.2% | |
| FIDELITY FREEDOM BLEND 2050 COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 095 | Common Collective Trust | — | $2K | $73K | 0.2% | |
| FIDELITY FREEDOM BLEND INCM COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 001 | Common Collective Trust | — | $2K | $31K | <0.1% |
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