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Original filing (PDF)20250812162437NAL0023350226001
PATRIOT ENGINEERING & ENVIRONMENTAL CO., INC.
Form 5500
FILING_RECEIVED
PATRIOT ENGINEERING 401(K) PLAN
401(k) retirement plan
Active participants
210
Accounts w/ balance
208
Plan assets (EOY)
$12.5M
Net assets (EOY)
$12.5M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 43 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PATRIOT ENGINEERING & ENVIRONMENTAL CO., INC..
Plan sponsor
Name
PATRIOT ENGINEERING & ENVIRONMENTAL CO., INC.
EIN
30-0009632
Address
6150 EAST 75TH STREET · INDIANAPOLIS, IN · 46250
Phone
(317) 576-8058
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
2025-08-12
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
BARNES DENNIG & CO., LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $24K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $20K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLAN CONCEPTS & SERVICES | 35-2091834 | FORT WAYNE, IN | CONTRACT ADMIN | $4K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
Investments
29 direct securities· $12.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds The Growth Fund of America R6 | — | — | — | $2.6M | 21.2% | |
| American Funds American Balanced Fund R6 | — | — | — | $1.4M | 11.6% | |
| Vanguard 500 Index Admiral | — | — | — | $1.3M | 10.5% | |
| American Funds Investment Company of America R6 | — | — | — | $1.2M | 9.3% | |
| American Funds EuroPacific Growth Fund R6 | — | — | — | $1.0M | 8.3% | |
| JPMorgan Mid Cap Growth Fund R6 | — | — | — | $772K | 6.2% | |
| Vanguard Small Cap Value Index Fund Admiral | — | — | — | $718K | 5.8% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | — | — | — | $448K | 3.6% | |
| Key Guaranteed Portfolio Fund | — | — | — | $392K | 3.1% | |
| Pioneer Bond Fund Y | — | — | — | $327K | 2.6% | |
| American Funds 2055 Target Date Retirement Fund R6 | — | — | — | $253K | 2.0% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $239K | 1.9% | |
| American Funds 2030 Target Date Retirement Fund R6 | — | — | — | $207K | 1.7% | |
| American Funds 2035 Target Date Retirement Fund R6 | — | — | — | $201K | 1.6% | |
| American Funds 2050 Target Date Retirement Fund R6 | — | — | — | $189K | 1.5% | |
| American Funds 2060 Target Date Retirement Fund R6 | — | — | — | $179K | 1.4% | |
| American Funds 2045 Target Date Retirement Fund R6 | — | — | — | $161K | 1.3% | |
| Vanguard Small Cap Index Fund Admiral | — | — | — | $156K | 1.3% | |
| American Funds 2040 Target Date Retirement Fund R6 | — | — | — | $152K | 1.2% | |
| Vanguard Small Cap Growth Index Fund Admiral Shares | — | — | — | $145K | 1.2% | |
| Participant loans | — | — | — | $119K | 1.0% | |
| American Funds 2065 Target Date Retirement Fund R6 | — | — | — | $88K | 0.7% | |
| DFA Global Real Estate Securities Portfolio | — | — | — | $77K | 0.6% | |
| American Funds 2020 Target Date Retirement Fund R6 | — | — | — | $18K | 0.1% | |
| American Funds 2025 Target Date Retirement Fund R6 | — | — | — | $13K | 0.1% | |
| Ab Large Cap Growth Z | — | — | — | $7K | <0.1% | |
| American Funds 2070 Target Date Retirement Fund R6 | — | — | — | $711 | <0.1% | |
| American Funds 2010 Target Date Retirement Fund R6 | — | — | — | $235 | <0.1% | |
| American Funds 2015 Target Date Retirement Fund R6 | — | — | — | $100 | <0.1% |
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