Back to filter
Original filing (PDF)20251008072339NAL0002827267001
PRIMERA ENGINEERS, LTD
Form 5500
FILING_RECEIVED
PRIMERA ENGINEERS ESOP PLAN
Defined-contribution retirement plan
Signals · 4
91% in single holding91% employer stock~125 bps in Sched C feesNo recordkeeper disclosed
Active participants
313
Accounts w/ balance
399
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
79
/ 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
100
Concentration risk
50
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Primera Engineers Company Stock Shares" is 91% of plan.
- 91% of plan in employer / sponsor stock.
- 125 bps in Schedule C fees — 141% above peer band of 52 bps.
- 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 W JACKSON BOULEVARD · 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
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2I · Stock bonus
2O · ESOP (non-leveraged)
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMSTOCK VALUATION ADVISORS | 34-1823071 | CINCINNATI, OH | NONE | $22K | — |
| TRANSITION FINANCE STRATEGIES | 13-4238973 | CHARLOTTESVILLE, VA | NONE | $16K | — |
| SOMERSET CPAS AND ADVISORS | 20-1717681 | INDIANAPOLIS, IN | NONE | $0 | — |
Investments
2 direct securities· $3.0M(100% of reported assets)
Common Stocks
$2.7M
1 holding
Uncategorized
$259K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| * Primera Engineers Company Stock Shares | Common Stocks | — | $2.7M | $2.7M | 91.3% | |
| Cash and Cash Equivalents Insured cash sweep Shares | — | — | $259K | $259K | 8.7% |
Related plans
Other plans using COMSTOCK VALUATION ADVISORS
Similar-size Engineering Services plans
DHILLON ENGINEERING, INC.
DHILLON ENGINEERING, INC. 401(K) RETIREMENT PLAN
$3.0M · 18 participants
A & J CONSULTING ENGINEERING SERVICES, P.C.
A & J CONSULTING ENGINEERING SERVICES, P.C. 401K PLAN
$3.0M · 25 participants
SCHILLER AND HERSH ASSOCIATES, INC.
SCHILLER AND HERSH ASSOCIATES, INC 401(K) RETIREMENT PLAN
$3.0M · 15 participants
SDR ENGINEERING CONSULTANTS, INC.
SDR ENGINEERING CONSULTANTS, INC. 401(K) PLAN
$3.0M · 13 participants
SUNGATE DESIGN GROUP, P.A.
SUNGATE DESIGN GROUP 401(K) PROFIT SHARING PLAN
$3.0M · 13 participants
GRANTHAM & ASSOCIATES, INC.
GRANTHAM & ASSOCIATES, INC. 401(K) PLAN
$3.0M · 17 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B