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Original filing (PDF)20250912100349NAL0000747075001

EN ENGINEERING, LLC DBA ENTRUST SOLUTIONS GROUP

Form 5500
FILING_RECEIVED
ENTRUST SOLUTIONS GROUP RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,699
Accounts w/ balance
3,348
Plan assets (EOY)
$209.1M
Net assets (EOY)
$209.1M
How this plan invests
This plan
14 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
  • 22 bps in Schedule C fees — 121% above peer band of 10 bps.
  • No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EN ENGINEERING, LLC DBA ENTRUST SOLUTIONS GROUP.
Plan sponsor
Name
EN ENGINEERING, LLC DBA ENTRUST SOLUTIONS GROUP
EIN
36-4485185
Address
28100 TORCH PARKWAY · SUITE 400 · WARRENVILLE, IL · 60555
Phone
(630) 353-4055
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
2025-09-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
CREATIVE PLANNING, INC.43-1270780INVESTMENT ADVISORY$0
TPA / Administrator
1
NameEINLocationRelationDirect compIndirect comp
PRINCIPAL LIFE INSURANCE COMPANY42-0127290CONTRACT ADMINISTRATOR$463K

Investments

27 direct securities · 14 pooled funds· $349.0M(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
$209.3M
27 holdings
Common Collective Trust
$138.8M
13 holdings
Pooled Separate Account
$774K
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Fidelity Management Trust Company Fidelity 500 Index Fund$24.5M11.7%
Vanguard Target Retirement 2050 Trust II$22.6M10.8%
VGD TRGT RTMT 2050 TRUST II
VANGUARD GROUP · EIN 90-6083970 / PN 001
Common Collective Trust
$22.6M10.8%
Vanguard Target Retirement 2055 Trust II$20.9M10.0%
VGD TRGT RTMT 2055 TRUST II
VANGUARD GROUP · EIN 27-6715091 / PN 001
Common Collective Trust
$20.9M10.0%
Vanguard Target Retirement 2060 Trust II$16.7M8.0%
VGD TRGT RTMT 2060 TRUST II
VANGUARD GROUP · EIN 45-3799419 / PN 001
Common Collective Trust
$16.7M8.0%
Vanguard Target Retirement 2045 Trust II$15.2M7.3%
VGD TRGT RTMT 2045 TRUST II
VANGUARD GROUP · EIN 90-6083972 / PN 001
Common Collective Trust
$15.2M7.3%
Vanguard Target Retirement 2035 Trust II$12.7M6.1%
VGD TRGT RTMT 2035 TRUST II
VANGUARD GROUP · EIN 90-6083976 / PN 001
Common Collective Trust
$12.7M6.1%
Vanguard Target Retirement 2030 Trust II$12.5M6.0%
VGD TRGT RTMT 2030 TRUST II
VANGUARD GROUP · EIN 90-6083978 / PN 001
Common Collective Trust
$12.5M6.0%
Vanguard Target Retirement 2040 Trust II$11.7M5.6%
VGD TRGT RTMT 2040 TRUST II
VANGUARD GROUP · EIN 90-6083974 / PN 001
Common Collective Trust
$11.7M5.6%
Massachusetts Investors Massachusetts Investors Growth Stock R5$11.4M5.5%
Vanguard Target Retirement 2025 Trust II$9.3M4.4%
VGD TRGT RTMT 2025 TRUST II
VANGUARD GROUP · EIN 90-6083980 / PN 001
Common Collective Trust
$9.3M4.4%
Fidelity Management Trust Company Fidelity Extended Market Index Fund$7.2M3.4%
Putnam Fiduciary Trust Company, LLC Putnam Stable Value Fund (15)$5.2M2.5%
Principal Life Insurance Company Principal Equity Income Fund$5.1M2.5%
Vanguard Target Retirement 2065 Trust II$5.1M2.4%
VGD TRGT RTMT 2065 TRUST II
VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001
Common Collective Trust
$5.1M2.4%
PUTNAM STABLE VALUE FUND (15)
PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202
Common Collective Trust
$4.9M2.4%
Vanguard Target Retirement 2020 Trust II$4.4M2.1%
VGD TRGT RTMT 2020 TRUST II
VANGUARD GROUP · EIN 90-6083982 / PN 001
Common Collective Trust
$4.4M2.1%
Principal Life Insurance Company Principal Global Midcap Blend Fund$4.0M1.9%
Fidelity Management Trust Company Fidelity U.S. Bond Index Fund$3.4M1.6%
American Funds American Funds EuroPacific Growth R6$3.2M1.5%
Vanguard Wellington Investor$3.0M1.4%
Vanguard Target Retirement Inc Trust II$2.4M1.2%
VGD TRGT RTMT INC TRUST II
VANGUARD GROUP · EIN 90-6083967 / PN 001
Common Collective Trust
$2.4M1.2%
Vanguard Developing Market Index$2.2M1.0%
to 9.50 percent -$2.2M1.0%
Dodge & Cox Dodge & Cox Income Fund$1.9M0.9%
American Century Capital Portfolios Inc. American Century Sml Cap Val R6 Fd$1.3M0.6%
Principal Life Insurance Company Pooled separate account - Small Cap Growth I Separate Account$774K0.4%
PRIN SMCAP GROWTH I SEP ACCT-Z
PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070
Pooled Separate Account
$774K0.4%
Vanguard Target Retirement 2070 Trust II$303K0.1%
VGD TRGT RTMT 2070 TRUST II
VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001
Common Collective Trust
$303K0.1%
The Lincoln National Life Insurance Company Unallocated Investment Contract - Lincoln Stable Val Acct T1GN112$228K0.1%

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