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Original filing (PDF)20260113045511NAL0016196227001
STRONGHOLD ENGINEERING, INC.
Form 5500
FILING_RECEIVED
STRONGHOLD ENGINEERING, INC. HEALTH AND WELFARE PLAN
Health & welfare plan
Signals · 3
Late filing · 1.9 mo~2436 bps in Sched C feesNo recordkeeper disclosed
Active participants
140
Accounts w/ balance
—
Plan assets (EOY)
$804K
Net assets (EOY)
$507K
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
92
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Filed 1.9 months past the 10.5-month grace window.
- 2436 bps in Schedule C fees — 1442% above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
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 STRONGHOLD ENGINEERING, INC..
Plan sponsor
Name
STRONGHOLD ENGINEERING, INC.
EIN
33-0886845
Address
1 SOUTH ALMADEN BLVD STE 750 · SAN JOSE, CA · 95113
Phone
(800) 298-7269
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-01-13
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4Q · Other
Audit & trust (Schedule H)
Auditor
CLARK SCHAEFER HACKETT & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FCE BENEFIT ADMINISTRATORS | 33-0330036 | — | NONE | $132K | — |
| TRUST MANAGEMENT SERVICES | 46-3922133 | — | NONE | $24K | — |
| CIGNA HEALTH & LIFE INSURANCE CO | 59-1031071 | — | NONE | $22K | — |
| GLOBAL CARE | 31-1407689 | — | NONE | $10K | — |
| UNITED WORKERS WELLNESS | 87-2575833 | — | NONE | $7K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.