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Original filing (PDF)20250816124902NAL0006322979001
FUSCOE ENGINEERING INC
Form 5500
FILING_RECEIVED
FUSCOE ENGINEERING, INC. 401K PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
154
Accounts w/ balance
243
Plan assets (EOY)
$36.9M
Net assets (EOY)
$36.9M
How this plan invests
This plan
32 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
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FUSCOE ENGINEERING INC.
Plan sponsor
Name
FUSCOE ENGINEERING INC
EIN
33-0531135
Address
16795 VON KARMAN · IRVINE, CA · 92606
Phone
(949) 474-1960
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
2025-08-16
Pension benefit codes
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)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ROORDA, PIQUET & BESSEE, INC. CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$19K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $10K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROORDA, PIQUET & BESSEE, INC. | 33-0252865 | — | ACCOUNTANT/AUDITOR | $12K | — |
Investments
32 direct securities· $36.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2035 Fund Advisor Class Mutual Fund | — | — | — | $5.3M | 14.4% | |
| T. Rowe Price Retirement 2030 Fund Advisor Class Mutual Fund | — | — | — | $5.0M | 13.6% | |
| Spartan 500 Index Fund - Difelity Advantage Class Mutual Fund | — | — | — | $3.7M | 10.0% | |
| T. Rowe Price Retirement 2045 Fund Advisor Class Mutual Fund | — | — | — | $2.6M | 7.0% | |
| T. Rowe Price Retirement 2040 Fund Advisor Class Mutual Fund | — | — | — | $2.4M | 6.6% | |
| T. Rowe Price Retirement 2025 Fund Advisor Class Mutual Fund | — | — | — | $2.2M | 5.9% | |
| Fidelity Blue Chip Growlth Fund - Class K Mutual Fund | — | — | — | $1.5M | 4.1% | |
| T. Rowe Price Retirement 2055 Fund Advisor Class Mutual Fund | — | — | — | $1.4M | 3.9% | |
| Fidelity Balanced Fund - Class K Mutual Fund | — | — | — | $1.3M | 3.6% | |
| T. Rowe Price Retirement 2050 Fund Advisor Class Mutual Fund | — | — | — | $1.3M | 3.5% | |
| Carillon Eagle Mid Cap Growth Fund Class R6 Mutual Fund | — | — | — | $978K | 2.6% | |
| Fidelity Money Mkt Trust Retirement Govt Money Mkt II Money Market Fund | — | — | — | $977K | 2.6% | |
| T. Row Price Divident Growth Fund Mutual Fund | — | — | — | $899K | 2.4% | |
| T. Rowe Price Retirement 2060 Fund Advisor Class Mutual Fund | — | — | — | $873K | 2.4% | |
| maturity value American Beacon Large Cap Value Fund Class Institutional Mutual Fund | — | — | — | $873K | 2.4% | |
| Fidelity Total Bond Fund Mutual Fund | — | — | — | $849K | 2.3% | |
| Spartan International Index Fund - Fidelity Advantage Class Mutual Fund | — | — | — | $680K | 1.8% | |
| T. Rowe Price Retirement 2020 Fund Advisor Class Mutual Fund | — | — | — | $608K | 1.6% | |
| Fidelity International Discovery Fund - Class K Mutual Fund | — | — | — | $608K | 1.6% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $578K | 1.6% | |
| Janus Triton Fund Class N Mutual Fund | — | — | — | $408K | 1.1% | |
| T. Rowe Price Retirement 2065 Fund Advisor Class Mutual Fund | — | — | — | $405K | 1.1% | |
| PIMCO RAE US Small Fund Class A Mutual Fund | — | — | — | $259K | 0.7% | |
| Portfolio * Notes Receivable from Participants (5.25% - 10.50%) Participant Loans | — | — | — | $228K | 0.6% | |
| T. Rowe Price Retirement 2010 Fund Advisor Class Mutual Fund | — | — | — | $164K | 0.4% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $154K | 0.4% | |
| John Hancock Funds Disciplined Value Mid Cap Fund Class I Mutual Fund | — | — | — | $153K | 0.4% | |
| T. Rowe Price Retirement 2015 Fund Advisor Class Mutual Fund | — | — | — | $145K | 0.4% | |
| Spartan U.S. Bond Index Fund - Fidelity Advantage Class Mutual Fund | — | — | — | $115K | 0.3% | |
| T. Rowe Price Retirement 2005 Fund Advisor Class Mutual Fund | — | — | — | $62K | 0.2% | |
| Fidelity Shelton Capital Management Nasdaq-100 Index Fund Mutual Fund | — | — | — | $59K | 0.2% | |
| Fidelity US Sustainability Index Mutual Fund | — | — | — | $53K | 0.1% |
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