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Original filing (PDF)20251015213834NAL0005899217001
SIA ENGINEERINGUSA INC.
Form 5500
FILING_RECEIVED
SIA ENGINEERING (USA) INC. 401(K) PLAN
401(k) retirement plan
Active participants
181
Accounts w/ balance
215
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
How this plan invests
This plan
28 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIA ENGINEERINGUSA INC..
Plan sponsor
Name
SIA ENGINEERINGUSA INC.
EIN
26-2794546
Address
7001 W IMPERIAL HWY · LOS ANGELES, CA · 90045
Phone
(310) 956-2931
Industry
Constructionsee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
AUDIT AND TAX SOLUTIONS CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES | 35-2552359 | — | INVESTMENT/FINANCIAL ADVI | $13K | — |
Investments
28 direct securities· $4.3M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $618K | 14.3% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $360K | 8.3% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $355K | 8.2% | |
| FIDELITY BLUE CHIP GROWTH FUND | Registered Investment Companies | — | — | $328K | 7.6% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $320K | 7.4% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $318K | 7.4% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $297K | 6.9% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $287K | 6.7% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $249K | 5.8% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $205K | 4.8% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $172K | 4.0% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $172K | 4.0% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $150K | 3.5% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $104K | 2.4% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $72K | 1.7% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $45K | 1.0% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $33K | 0.8% | |
| VANGUARD GROWTH & INCOME ADMIR | Registered Investment Companies | — | — | $31K | 0.7% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $28K | 0.7% | |
| VANGUARD SH TERM BD INDEX ADM | Registered Investment Companies | — | — | $22K | 0.5% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $17K | 0.4% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $15K | 0.4% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $14K | 0.3% | |
| VOYA INTERMEDIATE BOND R6 | Registered Investment Companies | — | — | $14K | 0.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $11K | 0.3% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $8K | 0.2% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $7K | 0.2% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $3K | <0.1% |
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