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Original filing (PDF)20251010083039NAL0007375905001
ENGINEERING SYSTEMS INC
Form 5500
FILING_RECEIVED
ENGINEERING SYSTEMS INC. PROFIT SHARING AND SAVINGS PLAN
401(k) retirement plan
Active participants
454
Accounts w/ balance
467
Plan assets (EOY)
$90.0M
Net assets (EOY)
$90.0M
How this plan invests
This plan
4 pooled trusts
Schedule D
48 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 (2 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENGINEERING SYSTEMS INC.
Plan sponsor
Name
ENGINEERING SYSTEMS INC
EIN
36-3541589
Address
4215 CAMPUS DRIVE · AURORA, IL · 60504
Phone
(630) 851-4566
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
2025-10-10
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
MILLER, COOPER & CO., 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 | $7K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAI CAPITAL MANAGEMENT, LLC | 61-1495162 | — | CONSULTANT | $11K | — |
Investments
46 direct securities · 4 pooled funds· $93.8M(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
$89.3M
45 holdings
Common Collective Trust
$4.4M
4 holdings
Mutual Funds
$127K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index | — | — | — | $14.4M | 16.0% | |
| Fidelity Investments Fidelity Freedom 2025 Fund Class K | — | — | — | $9.5M | 10.5% | |
| Fidelity Investments Fidelity Freedom 2035 Fund Class K | — | — | — | $8.0M | 8.9% | |
| Fidelity Investments Fidelity Freedom 2040 Fund Class K | — | — | — | $5.2M | 5.8% | |
| Fidelity Investments Fidelity Freedom 2030 Fund Class K | — | — | — | $5.1M | 5.6% | |
| Fidelity Investments Fidelity Freedom 2020 Fund Class K | — | — | — | $5.0M | 5.6% | |
| Fidelity Investments Fidelity Freedom 2050 Fund Class K | — | — | — | $4.7M | 5.2% | |
| Fidelity Investments Fidelity Freedom 2045 Fund Class K | — | — | — | $4.4M | 4.9% | |
| Vanguard Fiduciary Trust Company Growth and Income Fd Investor Shares | — | — | — | $4.3M | 4.8% | |
| Stable Value Collective Trust (held by Vanguard Fiduciary Trust Company) * Vanguard Fiduciary Trust Company Retirement Savings Trust Fund | — | — | — | $3.8M | 4.2% | |
| VANG RET SAV TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5436422 / PN 022 | Common Collective Trust | — | — | $3.8M | 4.2% | |
| Fidelity Investments Fidelity Freedom 2055 Fund Class K | — | — | — | $2.9M | 3.3% | |
| Fidelity Investments Fidelity Freedom Income Fund Class K | — | — | — | $2.3M | 2.6% | |
| American Funds Balanced R6 | — | — | — | $2.1M | 2.3% | |
| Vanguard Fiduciary Trust Company Total Bond Market Idx Fd Inv Shares | — | — | — | $1.6M | 1.7% | |
| Fidelity Investments Fidelity International Index Fund | — | — | — | $1.5M | 1.6% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $1.5M | 1.6% | |
| Public Investment Fund Midcap Fund R6 | — | — | — | $1.3M | 1.4% | |
| Fidelity Investments Fidelity Freedom 2060 Fund Class K | — | — | — | $1.3M | 1.4% | |
| Vanguard Fiduciary Trust Company Strategic Equity Fund | — | — | — | $1.1M | 1.2% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $947K | 1.1% | |
| Vanguard Fiduciary Trust Company Windsor II Fund Investor Shares | — | — | — | $894K | 1.0% | |
| Fidelity Investments Fidelity Freedom 2015 Fund Class K | — | — | — | $859K | 1.0% | |
| Vanguard Fiduciary Trust Company Short-Term Bd Idx Fd Investor Shares | — | — | — | $744K | 0.8% | |
| American Funds New Perspective R6 | — | — | — | $706K | 0.8% | |
| Vanguard Fiduciary Trust Company Total International Stock Index Fund | — | — | — | $559K | 0.6% | |
| American Funds New World R6 | — | — | — | $515K | 0.6% | |
| Vanguard Fiduciary Trust Company LifeStrategy Income Fund ** 345 * Vanguard Fiduciary Trust Company LifeStrategy Moderate Growth Fund | — | — | — | $474K | 0.5% | |
| The Hartford Equity Income Fund R6 | — | — | — | $464K | 0.5% | |
| Fidelity Investments Fidelity Freedom 2065 Fund Class K | — | — | — | $443K | 0.5% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $346K | 0.4% | |
| Prudential Global Investment Management High Yield R6 | — | — | — | $340K | 0.4% | |
| American Century Small Cap Growth Fund | — | — | — | $274K | 0.3% | |
| Vanguard Fiduciary Trust Company LifeStrategy Conservative Growth Fund | — | — | — | $274K | 0.3% | |
| Participant loans Interest ranging from 4.25% - 9.50% | — | — | — | $260K | 0.3% | |
| Putnam International Value Fund | — | — | — | $228K | 0.3% | |
| Vanguard Fiduciary Trust Company Core Bond Admiral Shares | — | — | — | $225K | 0.2% | |
| Royce Fund Premier Fund Investment Class | — | — | — | $191K | 0.2% | |
| Vanguard Fiduciary Trust Company Explorer Fund Investor Shares | — | — | — | $189K | 0.2% | |
| Vanguard Fiduciary Trust Company LifeStrategy Growth Fund | — | — | — | $188K | 0.2% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $182K | 0.2% | |
| Fidelity Investments Fidelity Freedom 2010 Fund Class K | — | — | — | $176K | 0.2% | |
| Cohen & Steers Real Estate Z | — | — | — | $167K | 0.2% | |
| Vanguard Fiduciary Trust Company Mid-Cap Growth Fund | — | — | — | $157K | 0.2% | |
| American Century Small Cap Value Fund Inv Class | Mutual Funds | — | — | $127K | 0.1% | |
| Loomis Sayles Inflation Protected Secs I Fund | — | — | — | $85K | <0.1% | |
| Vanguard Fiduciary Trust Company Total Intl Bond Idx Fd Investor Shares | — | — | — | $48K | <0.1% | |
| Pioneer Strategic Income Fund | — | — | — | $46K | <0.1% | |
| Vanguard Fiduciary Trust Company Cash Reserves Federal MM Fd Adm | — | — | — | $27K | <0.1% | |
| VANGUARD RETIREMENT SAVINGS TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5436422 / PN 022 | Common Collective Trust | — | — | $0 | <0.1% |
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