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Original filing (PDF)20251006101005NAL0001979299001
ENGINEERING TECHNOLOGY ASSOCIATES, INC.
Form 5500
FILING_RECEIVED
ENGINEERING TECHNOLOGY ASSOCIATES, INC. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
99
Accounts w/ balance
178
Plan assets (EOY)
$7.5M
Net assets (EOY)
$7.5M
How this plan invests
This plan
1 pooled trust
Schedule D
31 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 (30 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENGINEERING TECHNOLOGY ASSOCIATES, INC..
Plan sponsor
Name
ENGINEERING TECHNOLOGY ASSOCIATES, INC.
EIN
38-2448573
Address
5445 CORPORATE DRIVE · SUITE 301 · TROY, MI · 48098
Phone
(248) 307-2382
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
2025-10-06
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
DERDERIAN, KANN, SEYFERTH & SALUCCI
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL RESOURCES INVESTMENT ADV | — | DALLAS, TX | NONE | $19K | — |
| ASCENSUS LLC | 11-3665754 | — | NONE | $4K | — |
Investments
30 direct securities · 1 pooled fund· $7.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$6.5M
30 holdings
Common Collective Trust
$930K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Fidelity 0 | — | — | — | $1.8M | 23.8% | |
| Fidelity Total Bond K6 Fidelity 0 | — | — | — | $1.0M | 13.4% | |
| COLUMBIA TRUST STABLE INCOME ADMIN COLUMBIA · EIN 41-0007957 / PN 060 | Common Collective Trust | — | — | $930K | 12.4% | |
| MFS Massachusetts Investors Gr Stk R6 MFS 0 | — | — | — | $543K | 7.3% | |
| PIMCO Intl StksPLUS AR Strat USDol Instl PIMCO 0 | — | — | — | $523K | 7.0% | |
| Invesco Comstock R6 Invesco 0 | — | — | — | $451K | 6.0% | |
| (CL) MFS International Intrinsic Value R MFS 0 | — | — | — | $301K | 4.0% | |
| PIMCO Income Instl PIMCO 0 | — | — | — | $242K | 3.2% | |
| Carillon Eagle Mid Cap Growth R6 Carillon 0 | — | — | — | $237K | 3.2% | |
| (CL)Victory Sycamore Established Val R6 Victory 0 | — | — | — | $237K | 3.2% | |
| BlackRock Inflation Protected Bond K BlackRock 0 | — | — | — | $193K | 2.6% | |
| American Funds New World R6 American Funds 0 | — | — | — | $165K | 2.2% | |
| Vanguard Explorer Adm Vanguard 0 | — | — | — | $152K | 2.0% | |
| Undiscovered Mgrs Behavioral Val R6 Undiscovered 0 | — | — | — | $137K | 1.8% | |
| Amana Growth Institutional Amana 0 | — | — | — | $81K | 1.1% | |
| Cohen & Steers Real Estate Secs Z Cohen & Steers 0 | — | — | — | $78K | 1.0% | |
| American Funds Trgt Date Ret 2045 R6 American Funds 0 | — | — | — | $64K | 0.9% | |
| PIMCO Commodity Real Ret Strat Instl PIMCO 0 | — | — | — | $61K | 0.8% | |
| Fidelity Small Cap Index Fidelity 0 | — | — | — | $45K | 0.6% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $44K | 0.6% | |
| American Funds Trgt Date Ret 2040 R6 American Funds 0 | — | — | — | $34K | 0.5% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $29K | 0.4% | |
| American Funds Trgt Date Ret 2035 R6 American Funds 0 | — | — | — | $27K | 0.4% | |
| JPMorgan U.S. Value R6 JPMorgan 0 | — | — | — | $24K | 0.3% | |
| Amana Income Institutional Amana 0 | — | — | — | $21K | 0.3% | |
| American Funds Trgt Date Ret 2055 R6 American Funds 0 | — | — | — | $20K | 0.3% | |
| American Funds Trgt Date Ret 2050 R6 American Funds 0 | — | — | — | $15K | 0.2% | |
| American Funds Trgt Date Ret 2060 R6 American Funds 0 | — | — | — | $14K | 0.2% | |
| American Funds Trgt Date Ret 2065 R6 American Funds 0 | — | — | — | $11K | 0.1% | |
| American Funds Trgt Date Ret 2030 R6 American Funds 0 | — | — | — | $7K | <0.1% | |
| American Funds Trgt Date Ret 2025 R6 American Funds 0 | — | — | — | $5K | <0.1% |