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Original filing (PDF)20250926091236NAL0003914419001
BURNS ENGINEERING, INC.
Form 5500
FILING_RECEIVED
BURNS ENGINEERING, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
339
Accounts w/ balance
404
Plan assets (EOY)
$66.4M
Net assets (EOY)
$66.4M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BURNS ENGINEERING, INC..
Plan sponsor
Name
BURNS ENGINEERING, INC.
EIN
23-1602491
Address
TWO COMMERCE SQUARE · 2001 MARKET ST. SUITE 600 · PHILADELPHIA, PA · 19103
Phone
(215) 979-7704
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
2025-09-26
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
KREISCHER MILLER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BPAS | — | HUNTINGDON VALLEY, PA | NONE | $118K | — |
Investments
31 direct securities· $65.3M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Signal Admiral | — | — | — | $10.1M | 15.2% | |
| Vanguard Growth Index Admiral | — | — | — | $5.1M | 7.7% | |
| Vanguard Institutional Target Retirement 2040 | — | — | — | $4.4M | 6.6% | |
| Dodge & Cox Income X | — | — | — | $4.3M | 6.5% | |
| Vanguard Institutional Target Retirement 2025 | — | — | — | $3.4M | 5.2% | |
| Vanguard Institutional Target Retirement 2050 | — | — | — | $3.2M | 4.8% | |
| Vanguard Institutional Target Retirement 2030 | — | — | — | $3.0M | 4.5% | |
| J.P. Morgan Large Cap Growth | — | — | — | $2.7M | 4.1% | |
| Vanguard Institutional Target Retirement 2055 | — | — | — | $2.7M | 4.0% | |
| Vanguard Federal Money Market | — | — | — | $2.5M | 3.7% | |
| Vanguard Life Strategy Moderate Growth Investment | — | — | — | $2.1M | 3.2% | |
| Neuberger Berman Neuberger Berman Small Cap Growth R6 | — | — | — | $1.8M | 2.7% | |
| J.P. Morgan US Equity R6 | — | — | — | $1.8M | 2.7% | |
| John Hancock John Hancock Disciplined Value Mid Cap | — | — | — | $1.6M | 2.5% | |
| Vanguard Windsor II Admiral | — | — | — | $1.6M | 2.4% | |
| Vanguard Institutional Target Retirement 2045 | — | — | — | $1.5M | 2.3% | |
| Vanguard Life Strategy Growth | — | — | — | $1.5M | 2.2% | |
| Delaware Ivy Delaware Ivy Systematic Emerging Markets Equity Fund R6 | — | — | — | $1.4M | 2.2% | |
| Vanguard Institutional Target Retirement 2060 | — | — | — | $1.4M | 2.1% | |
| Vanguard Institutional Target Retirement 2035 | — | — | — | $1.4M | 2.1% | |
| Delaware Ivy Delaware Ivy Mid Cap Growth | — | — | — | $1.3M | 1.9% | |
| Principal Divers International Institutional | — | — | — | $1.2M | 1.9% | |
| Vanguard Equity Income Admiral | — | — | — | $1.1M | 1.7% | |
| Amercent Small Cap Value | — | — | — | $783K | 1.2% | |
| Dimensional Fund Advisors Real Estate Securities | — | — | — | $736K | 1.1% | |
| Vanguard Institutional Target Retirement 2020 | — | — | — | $716K | 1.1% | |
| Notes receivable from participants Interest rates from 4.25% to 9.50% | — | — | — | $511K | 0.8% | |
| Vanguard Institutional Target Retirement Income | — | — | — | $507K | 0.8% | |
| Vanguard Life Strategy Conservative Growth Investment | — | — | — | $430K | 0.6% | |
| Lord Abbett Short Duration Income | — | — | — | $411K | 0.6% | |
| Vanguard Institutional Target Retirement 2065 | — | — | — | $36K | <0.1% |
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