Back to filter
Original filing (PDF)20251015134605NAL0002514307001
LENNON, SMITH, SOULERET ENGINEERING, INC.
Form 5500
FILING_RECEIVED
LENNON, SMITH, SOULERET ENGINEERING, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
131
Accounts w/ balance
127
Plan assets (EOY)
$12.7M
Net assets (EOY)
$12.7M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "FA FREEDOM 2035 K6 Mutual Fund" is 28% of plan.
Helping the score
- Below-peer total fees (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LENNON, SMITH, SOULERET ENGINEERING, INC..
Plan sponsor
Name
LENNON, SMITH, SOULERET ENGINEERING, INC.
EIN
25-1496249
Address
846 4TH AVENUE · CORAOPOLIS, PA · 15108
Phone
(412) 264-4400
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
2025-10-15
Pension benefit codes
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
HBK CPAS & CONSULTANTS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$16K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEFREN-TILLOTSON | 25-1121408 | — | ADVISOR | $29K | — |
Investments
34 direct securities · 1 pooled fund· $12.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$12.7M
34 holdings
Common Collective Trust
$15K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FA FREEDOM 2035 K6 Mutual Fund | — | — | — | $3.5M | 27.8% | |
| FA FREEDOM 2040 K6 Mutual Fund | — | — | — | $2.0M | 15.8% | |
| FA FREEDOM 2055 K6 Mutual Fund | — | — | — | $1.4M | 11.2% | |
| FA FREEDOM 2050 K6 Mutual Fund | — | — | — | $698K | 5.5% | |
| FID 500 INDEX Mutual Fund | — | — | — | $647K | 5.1% | |
| FA FREEDOM 2060 K6 Mutual Fund | — | — | — | $646K | 5.1% | |
| FA FREEDOM 2030 K6 Mutual Fund | — | — | — | $608K | 4.8% | |
| FA FREEDOM 2045 K6 Mutual Fund | — | — | — | $506K | 4.0% | |
| FA FREEDOM 2020 K6 Mutual Fund | — | — | — | $484K | 3.8% | |
| FA FREEDOM 2025 K6 Mutual Fund | — | — | — | $441K | 3.5% | |
| JPM LG CAP GROWTH R6 Mutual Fund | — | — | — | $393K | 3.1% | |
| FID SM CAP IDX Mutual Fund | — | — | — | $154K | 1.2% | |
| JH DSCPL VAL MDCP R6 Mutual Fund | — | — | — | $127K | 1.0% | |
| BLKRK HI YLD INST Mutual Fund | — | — | — | $104K | 0.8% | |
| MFS VALUE R6 Mutual Fund | — | — | — | $99K | 0.8% | |
| OUTSTANDING LOAN BALANCE Bearing interest at 4.25%-9.50% - | — | — | — | $90K | 0.7% | |
| FA FREEDOM 2065 K6 Mutual Fund | — | — | — | $88K | 0.7% | |
| FA FREEDOM 2015 K6 Mutual Fund | — | — | — | $86K | 0.7% | |
| FID MID CAP IDX Mutual Fund | — | — | — | $83K | 0.6% | |
| FID GOVT MMKT Mutual Fund | — | — | — | $80K | 0.6% | |
| INVS DISC MDCP GR R6 Mutual Fund | — | — | — | $70K | 0.6% | |
| FA STRAT DIV INC I Mutual Fund | — | — | — | $70K | 0.6% | |
| MFS INTL INTR VAL R6 Mutual Fund | — | — | — | $50K | 0.4% | |
| INVS DEVELOP MKT Y Mutual Fund | — | — | — | $43K | 0.3% | |
| PIM INV GR CR BD I Mutual Fund | — | — | — | $30K | 0.2% | |
| FA STRAT INCOME I Mutual Fund | — | — | — | $28K | 0.2% | |
| FID INTL INDEX Mutual Fund | — | — | — | $27K | 0.2% | |
| BLKRK INFL PROTEC IS Mutual Fund | — | — | — | $22K | 0.2% | |
| MFS GLB OPP BOND R6 Mutual Fund | — | — | — | $21K | 0.2% | |
| GALLIARD STBLE RTN M FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Common Collective Trust | — | — | $15K | 0.1% | |
| FID EMRG MKTS IDX Mutual Fund | — | — | — | $14K | 0.1% | |
| GS SM CP VAL INS R6 Mutual Fund | — | — | — | $12K | <0.1% | |
| FA FREEDOM INCOME K6 Mutual Fund | — | — | — | $6K | <0.1% | |
| BNYM INTL ST IDX INV Mutual Fund | — | — | — | $3K | <0.1% | |
| JPM INTL EQUITY R6 Mutual Fund | — | — | — | $3K | <0.1% |
Related plans
Other plans using HEFREN-TILLOTSON
Similar-size Engineering Services plans
APPLIED SYSTEMS ENGINEERING, INC.
APPLIED SYSTEMS ENGINEERING, INC. 401K PLAN
$12.7M · 65 participants
ENGINEERING TECHNOLOGIES, INC.
ENGINEERING TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN
$12.7M · 44 participants
CORE DESIGN, INC
CORE DESIGN, INC. 401(K) PROFIT SHARING PLAN
$12.7M · 80 participants
WETHERHOLT AND ASSOCIATES, INC.
WETHERHOLT AND ASSOCIATES, INC. PROFIT SHARING PLAN
$12.8M · 11 participants
SPALDING DEDECKER ASSOCIATES, INC.
SPALDING DEDECKER ASSOCIATES, INC. 401(K) RETIREMENT PLAN
$12.7M · 153 participants
ISYS TECHNOLOGIES
ISYS TECHNOLOGIES 401(K) PLAN
$12.7M · 231 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B