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Original filing (PDF)20231016185758NAL0026513315001
ASSOCIATED CONSTRUCTION AND ENGINEERING, INC.
Form 5500
FILING_RECEIVED
ASSOCIATED CONSTRUCTION AND ENGINEERING, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
6 service providers
Active participants
208
Accounts w/ balance
174
Plan assets (EOY)
$6.1M
Net assets (EOY)
$6.1M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASSOCIATED CONSTRUCTION AND ENGINEERING, INC..
Plan sponsor
Name
ASSOCIATED CONSTRUCTION AND ENGINEERING, INC.
EIN
27-4752336
Address
27482 VIA INDUSTRIA · B2 · TEMECULA, CA · 92590
Phone
(805) 227-1641
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-16
Pension benefit codes
3H · Sponsor in controlled / affiliated group
2A · Age/service weighted or new comparability
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LEE CPA AUDIT GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREAT WEST LIFE & ANNUITY INS. CO. | 84-0467907 | — | RECORDKEEPER | $680 | — |
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CPS EMPLOYER BENEFITS INSURANCE SOL | 20-8421265 | NEWPORT BEACH, CA | BROKER | $0 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EEC ADMINISTRATION | 46-0857343 | TUSTIN, CA | CONTRACT ADMIN | $4K | — |
| EEC ADMINISTRATION | 46-0857343 | TUSTIN, CA | TPA | $800 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEE CPA AUDIT GROUP | 81-4637885 | FAIR OAKS, CA | CPA | $20K | — |
Investments
1 pooled fund· $4.6M(75% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | $4.6M | 75.2% |