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Original filing (PDF)20251009123717NAL0011465872001
PRIMERA ENGINEERS, LTD
Form 5500
FILING_RECEIVED
PRIMERA ENGINEERS 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
326
Accounts w/ balance
432
Plan assets (EOY)
$41.8M
Net assets (EOY)
$41.8M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRIMERA ENGINEERS, LTD.
Plan sponsor
Name
PRIMERA ENGINEERS, LTD
EIN
36-3520747
Address
550 WEST JACKSON BLVD., SUITE 600 · CHICAGO, IL · 60661
Phone
(312) 606-0910
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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | — | NEW YORK, NY | RETAINED BY EMPLOYER | $54K | — |
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $53K | — |
Investments
34 direct securities · 1 pooled fund· $42.7M(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
$41.6M
33 holdings
Common Collective Trust
$1.0M
1 holding
Mutual Funds
$100K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral 16,165.48 Shares | — | — | — | $8.8M | 21.0% | |
| American Century One Choice 2045 Port Inst 176,443.58 Shares | — | — | — | $3.7M | 8.9% | |
| T Rowe Price Blue Chip Growth Fund 17,708.55 Shares | — | — | — | $3.3M | 7.9% | |
| American Century One Choice 2055 Port Inst 117,772.32 Shares | — | — | — | $3.1M | 7.4% | |
| American Century One Choice 2060 Port Inst 130,097.67 Shares | — | — | — | $2.3M | 5.6% | |
| American Century One Choice 2035 Port Inst 110,640.00 Shares | — | — | — | $2.1M | 5.0% | |
| American Century One Choice 2050 Port Inst 89,713.13 Shares | — | — | — | $1.9M | 4.5% | |
| Vanguard Mid-Cap Index Fund Adm 5,249.20 Shares | — | — | — | $1.7M | 4.1% | |
| Vanguard Small-Cap Index Adm 10,810.76 Shares | — | — | — | $1.2M | 3.0% | |
| American Century One Choice 2040 Port Inst 56,730.08 Shares | — | — | — | $1.2M | 2.8% | |
| American Funds Wash Mutual Inv Fd R6 18,717.89 Shares | — | — | — | $1.2M | 2.8% | |
| Principal Diversified Intl R6 80,264.19 Shares | — | — | — | $1.1M | 2.5% | |
| Common / Collective Trust Putnam Stable Value Fund 1,028,751.82 Units | — | — | — | $1.0M | 2.5% | |
| PUTNAM FIDUCIARY TRUST COMPANY PUTNAM STABLE VALUE FUND · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.0M | 2.5% | |
| American Century One Choice 2025 Port Inst 62,718.61 Shares | — | — | — | $953K | 2.3% | |
| American Century One Choice 2030 Port Inst 52,570.12 Shares | — | — | — | $909K | 2.2% | |
| Vanguard Inf-Prt Securities Fund Ad 36,469.43 Shares | — | — | — | $821K | 2.0% | |
| Voya Intermediate Bond Fund I 91,722.06 Shares | — | — | — | $790K | 1.9% | |
| Invesco Disc MC Growth R6 21,400.10 Shares | — | — | — | $737K | 1.8% | |
| American Century One Choice 2015 Port Inst 56,859.53 Shares | — | — | — | $697K | 1.7% | |
| Parnassus Core Equity Inst 10,513.66 Shares | — | — | — | $628K | 1.5% | |
| Columbia High Yield Bond Fund Z 45,160.60 Shares | — | — | — | $494K | 1.2% | |
| American Funds Am Balanced Fund R6 12,640.70 Shares | — | — | — | $434K | 1.0% | |
| Victory Syca Established Value Fund 8,561.79 Shares | — | — | — | $394K | 0.9% | |
| Invesco Developing Markets Fund 9,979.73 Shares | — | — | — | $380K | 0.9% | |
| American Century One Choice 2020 Port Inst 27,507.79 Shares | — | — | — | $370K | 0.9% | |
| Cohen & Steers Real Estate Secs Fund Z 18,537.05 Shares | — | — | — | $320K | 0.8% | |
| T Rowe Price Intl Discovery Fund 4,338.12 Shares | — | — | — | $273K | 0.7% | |
| Participant Loans 4.25% - 9.50% Interest | — | — | — | $268K | 0.6% | |
| Allspring Govt Securities 19,278.69 Shares | — | — | — | $184K | 0.4% | |
| Baron Discovery Fund R6 5,355.21 Shares | — | — | — | $174K | 0.4% | |
| DFA US Targeted Value Port Inst 4,219.36 Shares | — | — | — | $145K | 0.3% | |
| Vanguard Treasury Money Market 100,300.61 Shares | Mutual Funds | — | — | $100K | 0.2% | |
| American Century One Choice 2065 Port Inst 1,477.52 Shares | — | — | — | $26K | <0.1% | |
| American Century One Choice 2010 Port Inst 599.33 Shares | — | — | — | $7K | <0.1% |