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Original filing (PDF)20250910091211NAL0021027633001
COMMONWEALTH ENGINEERS, INC.
Form 5500
FILING_RECEIVED
COMMONWEALTH ENGINEERS, INC. SAVINGS PLAN
401(k) retirement plan
Active participants
155
Accounts w/ balance
171
Plan assets (EOY)
$22.0M
Net assets (EOY)
$22.0M
How this plan invests
This plan
28 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 (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMONWEALTH ENGINEERS, INC..
Plan sponsor
Name
COMMONWEALTH ENGINEERS, INC.
EIN
35-1331882
Address
7256 COMPANY DRIVE · INDIANAPOLIS, IN · 46237
Phone
(317) 888-1177
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
2025-09-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BGBC PARTNERS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $21K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $10K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | SHAREHOLDER SERVICING | $0 | — |
Investments
28 direct securities· $22.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $3.7M | 17.0% | |
| Vanguard US Growth ADM | — | — | — | $2.7M | 12.1% | |
| Vanguard Equity-Income ADM | — | — | — | $1.8M | 8.3% | |
| Vanguard Target Retirement 2040 INV | — | — | — | $1.6M | 7.1% | |
| Vanguard Total International Stock Index Admiral | — | — | — | $1.5M | 6.7% | |
| Fidelity Small Cap Index | — | — | — | $1.2M | 5.5% | |
| American Funds American Funds Europacific GR R6 | — | — | — | $1.1M | 5.0% | |
| Vanguard Target Retirement 2035 INV | — | — | — | $1.0M | 4.7% | |
| Fidelity US Bond Index | — | — | — | $1.0M | 4.6% | |
| JP Morgan JPMorgan Mid Cap Growth R6 | — | — | — | $805K | 3.7% | |
| Vanguard Target Retirement 2050 INV | — | — | — | $723K | 3.3% | |
| Fidelity Mid Cap Index | — | — | — | $582K | 2.6% | |
| Fidelity Small Cap Growth K6 | — | — | — | $547K | 2.5% | |
| Vanguard Target Retirement 2060 INV | — | — | — | $492K | 2.2% | |
| Allspring Special Mid Cap Value R6 | — | — | — | $488K | 2.2% | |
| Vanguard Target Retirement 2055 INV | — | — | — | $449K | 2.0% | |
| Vanguard Target Retirement 2045 INV | — | — | — | $371K | 1.7% | |
| Vanguard Target Retirement 2020 INV | — | — | — | $308K | 1.4% | |
| Empower Annuity Insurance Company of America EI Fixed Account - Series Class II | — | — | — | $292K | 1.3% | |
| Vanguard Target Retirement 2030 INV | — | — | — | $290K | 1.3% | |
| American Funds American Funds American Balanced R6 | — | — | — | $258K | 1.2% | |
| Vanguard Target Retirement 2025 INV | — | — | — | $175K | 0.8% | |
| Dimensional Fund Advisors DFA Real Estate Securities I | — | — | — | $138K | 0.6% | |
| PGIM Investments PGM Total Return Bond R6 | — | — | — | $124K | 0.6% | |
| Vanguard Target Retirement 2065 INV | — | — | — | $108K | 0.5% | |
| American Beacon Funds American Beacon Small Cap Value R6 | — | — | — | $101K | 0.5% | |
| Empower Financial Services, Inc. Empower SDB | — | — | — | $69K | 0.3% | |
| Empower Financial Services, Inc. Empower SDB Roth | — | — | — | $62K | 0.3% |
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