Back to filter
Original filing (PDF)20250925145103NAL0007745521001
LATITUDE 33 PLANNING & ENGINEERING
Form 5500-SF
FILING_RECEIVED
LATITUDE 33 PLANNING & ENGINEERING CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
40
Accounts w/ balance
—
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
86
/ 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
75
Vendor stack
75
Participation health
100
Knocking points off
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LATITUDE 33 PLANNING & ENGINEERING.
Plan sponsor
Name
LATITUDE 33 PLANNING & ENGINEERING
EIN
33-0582561
Address
10731 TREENA STREET · SAN DIEGO, CA · 92131
Phone
(858) 875-1717
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-25
Pension benefit codes
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Engineering Services plans
LIVE OAK ENGINEERING, INC.
LIVE OAK ENGINEERING RETIREMENT PLAN
$1.5M · 19 participants
LLOYD CONSULTING GROUP LLC
LLOYD CONSULTING GROUP LLC 401K PLAN
$1.5M · 13 participants
STONE ENGINEERING & ARCHITECTURE D.P.C.
STONE ENGINEERING & ARCHITECTURE D.P.C. PROFIT SHARING PLAN
$1.5M · 9 participants
QA ENGINEERING, LLC
QAE 401(K) PLAN
$1.5M · 43 participants
ORION ENGINEERS LLC
ORION ENGINEERS, LLC 401(K) PLAN
$1.5M · 26 participants
PISTORINO & ALAM CONSULTING ENGINEERS, INC.
PISTORINO & ALAM 401K PROFIT SHARING PLAN
$1.5M · 51 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B