· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ALBUS-KEEFE & ASSOCIATES, INC. 401(K) PSI — 401(K) MATRIX RETIREMENT PLAN BOARD OF DIRECTORS ALBUS-KEEFE & ASSOCIATES, INC., Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250724065726NAL0010643570001
ALBUS-KEEFE & ASSOCIATES, INC. 401(K) PSI
Form 5500-SF
FILING_RECEIVED
401(K) MATRIX RETIREMENT PLAN BOARD OF DIRECTORS ALBUS-KEEFE & ASSOCIATES, INC.
401(k) retirement plan
Active participants
18
Accounts w/ balance
15
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
Plan health score (directional)
89
/ 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
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ALBUS-KEEFE & ASSOCIATES, INC. 401(K) PSI
.
Find decision makers
Plan sponsor
Name
ALBUS-KEEFE & ASSOCIATES, INC. 401(K) PSI
EIN
33-0844680
Address
1011 N. ARMANDO STREET · ANAHEIM, CA · 92806
Phone
—
Industry
Engineering Services
· Professional & Technical Services
see all
Plan administrator
Name
PENTEGRA SERVICES INC.
EIN
13-3745606
City
WHITE PLAINS, NY
Phone
(800) 782-3473
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-24
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Engineering Services plans
MONTGOMERY TECHNOLOGIES
MONTGOMERY TECHNOLOGIES LLC 401(K) PLAN & TRUST
$2.8M · 44 participants
DACK CONSULTING SOLUTIONS, INC.
DACK CONSULTING SOLUTIONS, INC. 401(K) SAVINGS PLAN
$2.8M · 36 participants
SECURE ENTERPRISE ENGINEERING, INC.
SECURE ENTERPRISE ENGINEERING 401(K) PLAN
$2.8M · 24 participants
RELIABLE CONTROLS CORPORATION
RELIABLE CONTROLS RETIREMENT SAVINGS PLAN
$2.8M · 62 participants
ANDERSON & HASTINGS CONSULTANTS, INC
AHCE 401(K) PLAN
100
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.8M · 8 participants
SOUTH COL ENGINEERING P.C.
SOUTH COL ENGINEERING 401(K) PLAN
$2.8M · 24 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
