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Original filing (PDF)20251014150851NAL0006506738001
DAWOOD ENGINEERING INC
Form 5500
FILING_RECEIVED
DAWOOD ENGINEERING INC 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
110
Accounts w/ balance
164
Plan assets (EOY)
$12.8M
Net assets (EOY)
$12.8M
How this plan invests
This plan
4 pooled trusts
Schedule D
36 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 DAWOOD ENGINEERING INC.
Plan sponsor
Name
DAWOOD ENGINEERING INC
EIN
25-1696385
Address
1926 GOOD HOPE ROAD · SUITE 400 · ENOLA, PA · 17025
Phone
(717) 732-8576
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
2025-10-14
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BOYER & RITTER, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSURED PARTNERS CAPITAL, INC. | 45-2712335 | HARRISBURG, PA | THIRD PARTY ADMINISTRATO | $0 | — |
| PENNSYLVANIA PENSION PLANNERS INC | 23-1735188 | HARRISBURG, PA | THIRD PARTY ADMINISTRATO | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOYER & RITTER, LLC | 23-1311005 | CAMP HILL, PA | PLAN AUDITOR | $27K | — |
Investments
33 direct securities · 4 pooled funds· $23.8M(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
$11.5M
33 holdings
Pooled Separate Account
$10.9M
1 holding
Common Collective Trust
$1.5M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $10.9M | 85.1% | |
| Vanguard Target Retirement 2045 Fund 48,522.957 units | — | — | $49K | $1.4M | 11.3% | |
| LARGE CAP GROWTH FUND III R1 WILIMINGTON TRUST FUNDS · EIN 38-7275327 / PN 001 | Common Collective Trust | — | $85K | $1.2M | 9.7% | |
| Vanguard Total Stock Market Index Fund 35,311.045 units | — | — | $35K | $1.2M | 9.5% | |
| Vanguard Target Retirement 2055 Fund 39,970.366 units | — | — | $40K | $1.2M | 9.4% | |
| Vanguard Target Retirement 2050 Fund 34,835.693 units | — | — | $35K | $1.0M | 8.2% | |
| Vanguard Target Retirement 2040 Fund 29,162.478 units | — | — | $29K | $828K | 6.5% | |
| Vanguard Target Retirement 2060 Fund 22,736.657 units | — | — | $23K | $694K | 5.4% | |
| JPMorgan U.S. Equity Fund 12,713.601 units | — | — | $13K | $691K | 5.4% | |
| Vanguard Target Retirement 2035 Fund 22,375.180 units | — | — | $22K | $596K | 4.7% | |
| Vanguard Mid-Cap Index Fund 18,337.586 units | — | — | $18K | $485K | 3.8% | |
| Voya Retirement Insurance and Annuity Company General Account * Voya Fixed Account N/A | — | — | — | $441K | 3.4% | |
| Fidelity Advisor International Growth Fund 19,046.359 units | — | — | $19K | $258K | 2.0% | |
| American Funds American Balanced Fund 8,366.352 units | — | — | $8K | $250K | 2.0% | |
| Eaton Vance Income Fund of Boston 15,157.040 units | — | — | $15K | $231K | 1.8% | |
| MFS Research International Fund 4,756.760 units | — | — | $5K | $207K | 1.6% | |
| American Funds New Perspective Growth Fund 4,908.809 units | — | — | $5K | $194K | 1.5% | |
| Vanguard Target Retirement 2025 Fund 7,789.424 units | — | — | $8K | $179K | 1.4% | |
| Fidelity 500 Index Fund 7,149.567 units | — | — | $7K | $166K | 1.3% | |
| Voya Retirement Insurance and Annuity Company Pooled Separate Accounts * American Beacon Large Cap Value Fund 4,106.772 units | — | — | $4K | $146K | 1.1% | |
| Vanguard Small-Cap Index Fund 5,685.225 units | — | — | $6K | $141K | 1.1% | |
| Vanguard Target Retirement 2030 Fund 5,135.425 units | — | — | $5K | $127K | 1.0% | |
| American Funds New World Fund 5,665.843 units | — | — | $6K | $126K | 1.0% | |
| SMALL CAP VALUE FUND II R1 WILMINGTON TRUST FUNDS · EIN 38-4126250 / PN 554 | Common Collective Trust | — | $7K | $121K | 0.9% | |
| Vanguard Target Retirement Income Fund 6,362.380 units | — | — | $6K | $106K | 0.8% | |
| Voya Government Money Market Fund 7,429.188 units | — | — | $7K | $101K | 0.8% | |
| SMALL CAP GROWTH FUND II R1 WILMINGTON TRUST FUNDS · EIN 38-4126288 / PN 592 | Common Collective Trust | — | $8K | $100K | 0.8% | |
| Victory Sycamore Established Value Fund 3,384.482 units | — | — | $3K | $98K | 0.8% | |
| DFA Real Estate Securities Portfolio 3,481.194 units | — | — | $3K | $95K | 0.7% | |
| Neuberger Berman Mid Cap Growth Fund 1,813.692 units | — | — | $2K | $81K | 0.6% | |
| Vanguard Target Retirement 2065 Fund 4,296.293 units | — | — | $4K | $80K | 0.6% | |
| During 2024, the Plan Sponsor failed to remit to the Plan’s custodian certain employee contributions totaling $55,864 in a timely manner, as prescribed by the United States Department of Labor regulations. | — | — | — | $56K | 0.4% | |
| Contributions Participant Loan Corrected Outside Pending Correction Not Corrected Payments are Included of VFCP in VFCP $ | — | — | $1K | $55K | 0.4% | |
| Vanguard Target Retirement 2020 Fund 2,536.224 units | — | — | $3K | $53K | 0.4% | |
| Voya Intermediate Bond Fund 3,910.864 units | — | — | $4K | $49K | 0.4% | |
| Notes Receivable from Participants * Various Participants Interest Rates of 4.25%-9.50% | — | — | — | $9K | <0.1% | |
| DFA Inflation-Protected Securities Portfolio 412.283 units | — | — | — | $5K | <0.1% |
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