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Original filing (PDF)20250813201053NAL0012961152001
ENVIRONMENTAL SYSTEMS DESIGN, INC.
Form 5500
FILING_RECEIVED
ENVIRONMENTAL SYSTEMS DESIGN, INC. EMPLOYEES 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
111
Plan assets (EOY)
$64.1M
Net assets (EOY)
$64.1M
How this plan invests
This plan
4 pooled trusts
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
99
/ 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
90
Knocking points off
- No active participants reported but plan still holds assets.
Helping the score
- Below-peer total fees (7 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENVIRONMENTAL SYSTEMS DESIGN, INC..
Plan sponsor
Name
ENVIRONMENTAL SYSTEMS DESIGN, INC.
EIN
36-2613805
Address
233 S WACKER DRIVE · SUITE 5300 · CHICAGO, IL · 606066368
Phone
(312) 551-8628
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
2025-08-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
OSTROW REISIN BERK AND ABRAMS LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $9K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $39K | — |
Investments
34 direct securities · 4 pooled funds· $65.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$60.6M
34 holdings
Common Collective Trust
$5.0M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2035 Fund | — | — | — | $7.4M | 11.5% | |
| Fidelity 500 Index Fund | — | — | — | $6.3M | 9.9% | |
| Fidelity Freedom 2050 Fund | — | — | — | $6.1M | 9.4% | |
| Fidelity Freedom 2040 Fund | — | — | — | $5.7M | 8.9% | |
| Fidelity Freedom 2030 Fund | — | — | — | $5.1M | 8.0% | |
| Fidelity Freedom 2025 Fund | — | — | — | $5.1M | 8.0% | |
| Fidelity Freedom 2045 Fund | — | — | — | $4.2M | 6.6% | |
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $2.9M | 4.5% | |
| Dodge & Cox Stock Fund | — | — | — | $2.8M | 4.4% | |
| Fidelity Freedom 2055 Fund | — | — | — | $2.4M | 3.7% | |
| Fidelity Mid Cap Index Fund | — | — | — | $1.9M | 2.9% | |
| Vanguard FTSE Social Index Admiral Fund | — | — | — | $1.8M | 2.9% | |
| Fidelity Managed Income Portfolio Class 2 Fund | — | — | — | $1.4M | 2.2% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.3M | 2.1% | |
| Fidelity Freedom 2060 Fund | — | — | — | $1.3M | 2.1% | |
| Blackrock High Yield Bond K Fund | — | — | — | $1.1M | 1.7% | |
| Dodge & Cox Income Fund | — | — | — | $944K | 1.5% | |
| Fidelity Small Cap Index Fund | — | — | — | $802K | 1.3% | |
| Fidelity Global Ex US Index Fund | — | — | — | $787K | 1.2% | |
| Fidelity Freedom 2020 Fund | — | — | — | $784K | 1.2% | |
| Fidelity Small Cap Growth K6 | — | — | — | $750K | 1.2% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $713K | 1.1% | |
| Fidelity Freedom Income K6 Fund | — | — | — | $596K | 0.9% | |
| Franklin Small Cap Value R6 Fund | — | — | — | $460K | 0.7% | |
| Franklin Utilities R6 Fund | — | — | — | $429K | 0.7% | |
| JP Morgan Mid Cap Growth R6 | — | — | — | $379K | 0.6% | |
| Participant-directed profit-sharing and 401(k) investments: (continued) Mutual funds: (continued) * Fidelity US Bond Index Fund | — | — | — | $365K | 0.6% | |
| Fidelity Freedom 2010 Fund | — | — | — | $345K | 0.5% | |
| American Funds Inflation Linked Bond R6 Fund | — | — | — | $303K | 0.5% | |
| Allspring Special Mid Cap Value R6 Fund | — | — | — | $205K | 0.3% | |
| Notes receivable from participants Interest rates ranging from 4.25% to 9.50% | — | — | — | $194K | 0.3% | |
| American Funds New World R6 Fund | — | — | — | $168K | 0.3% | |
| Fidelity Real Estate Index Fund | — | — | — | $158K | 0.2% | |
| Pimco International Bond Fund | — | — | — | $148K | 0.2% | |
| Fidelity Freedom 2065 Fund | — | — | — | $95K | 0.1% | |
| Fidelity Government Money Market K6 | — | — | — | $17K | <0.1% | |
| Fidelity Freedom 2015 Fund | — | — | — | $14K | <0.1% | |
| SMALL CAP GR II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $0 | <0.1% |