Back to filter
Original filing (PDF)20251003093019NAL0000757939001
LARSON ENGINEERING, INC.
Form 5500
FILING_RECEIVED
LARSON ENGINEERING, INC. FIRST RESTATED EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
Defined-contribution retirement plan
Signals · 2
63% in single holdingNo recordkeeper disclosed
Active participants
181
Accounts w/ balance
194
Plan assets (EOY)
$33.8M
Net assets (EOY)
$24.0M
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)
87
/ 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
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Unallocated - 531,560 Shares" is 63% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LARSON ENGINEERING, INC..
Plan sponsor
Name
LARSON ENGINEERING, INC.
EIN
41-1396375
Address
3524 LABORE RD · WHITE BEAR LAKE, MN · 55110
Phone
(651) 481-9120
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
2025-10-03
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
2 direct securities· $31.0M(92% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Unallocated - 531,560 Shares | — | — | $9.2M | $19.5M | 57.5% | |
| Larson Engineering, Inc. Allocated - 315,838 Shares | — | — | $5.4M | $11.6M | 34.2% |