Back to filter
Original filing (PDF)20250717130516NAL0000467248001
HARRIS KOCHER ENGINEERING GROUP,INC
Form 5500
FILING_RECEIVED
HARRIS KOCHER ENGINEERING GROUP, INC. 401(K)
401(k) retirement plan
Signals · 2
29% in single holdingNo recordkeeper disclosed
Active participants
140
Accounts w/ balance
108
Plan assets (EOY)
$6.6M
Net assets (EOY)
$6.6M
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)
90
/ 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
85
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Fidelity 500 Index Fund Registered Investment Company" is 29% of plan.
- 71 bps in Schedule C fees — modestly 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 HARRIS KOCHER ENGINEERING GROUP,INC.
Plan sponsor
Name
HARRIS KOCHER ENGINEERING GROUP,INC
EIN
42-1563402
Address
1120 LINCOLN STREET, STE 1000 · DENVER, CO · 80203
Phone
(303) 623-6300
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
2025-07-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
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)
Audit & trust (Schedule H)
Auditor
THE AMERICAN AUDITORS GROUP, LLC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $41K | — |
| EXPAND FINANCIAL | 27-1124147 | — | SERVICE PROVIDER | $6K | — |
| AVEO CAPITAL | 27-4981131 | — | SERVICE PROVIDER | $0 | — |
Investments
31 direct securities · 1 pooled fund· $13.0M(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
$6.6M
31 holdings
Pooled Separate Account
$6.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $6.5M | 98.3% | |
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $1.9M | 29.2% | |
| Vangrd Value Index Fund Adm Registered Investment Company | — | — | — | $502K | 7.6% | |
| Vangrd Mid-Cap Index Fund Adm Registered Investment Company | — | — | — | $414K | 6.3% | |
| Voya Index Solution 2060 P Z Registered Investment Company | — | — | — | $396K | 6.0% | |
| Voya Index Solution 2040 P Z Registered Investment Company | — | — | — | $377K | 5.7% | |
| Vangrd Tot Int Stk In F Adm Registered Investment Company | — | — | — | $353K | 5.4% | |
| Vangrd Small-Cap Index Fnd Adm Registered Investment Company | — | — | — | $322K | 4.9% | |
| (Held at End of Year) HARRIS KOCHER ENGINEERING GROUP INC 401(K) PSP & TR EIN#42-1563402 Plan# 001 * Voya Index Solution 2035 P Z Registered Investment Company | — | — | — | $283K | 4.3% | |
| Voya Index Solution 2055 P Z Registered Investment Company | — | — | — | $274K | 4.2% | |
| DFA Emerging Markets Pt Ins Registered Investment Company | — | — | — | $269K | 4.1% | |
| Voya Intermediate Bond Fund R6 Registered Investment Company | — | — | — | $192K | 2.9% | |
| DFA US Targeted Vl Port Ins Registered Investment Company | — | — | — | $189K | 2.9% | |
| Vangrd High-Yd Corp Fnd Adm Registered Investment Company | — | — | — | $139K | 2.1% | |
| party date,rate of interest, collateral, par, or maturity date American Funds Nw Prspctv R6 Registered Investment Company | — | — | — | $131K | 2.0% | |
| DFA Infl-Prot Sec Port Ins Registered Investment Company | — | — | — | $108K | 1.6% | |
| Voya Fixed Account (4450) Insurance Company General Account | — | — | — | $83K | 1.3% | |
| American Funds Wash Mutual R6 Registered Investment Company | — | — | — | $77K | 1.2% | |
| Voya Index Solution 2065 P Z Registered Investment Company | — | — | — | $71K | 1.1% | |
| DFA Global Real Est Sec Pt Ins Registered Investment Company | — | — | — | $65K | 1.0% | |
| Voya Index Solution 2025 P Z Registered Investment Company | — | — | — | $63K | 1.0% | |
| Voya Index Solution Inc P Z Registered Investment Company | — | — | — | $58K | 0.9% | |
| Voya Index Solution 2050 P Z Registered Investment Company | — | — | — | $57K | 0.9% | |
| PIMCO Income Fund Ins Registered Investment Company | — | — | — | $53K | 0.8% | |
| Fidelity Multi-Asset Index Fd Registered Investment Company | — | — | — | $51K | 0.8% | |
| Voya Index Solution 2045 P Z Registered Investment Company | — | — | — | $48K | 0.7% | |
| Virtus KAR Intl SmMd Cp R6 Registered Investment Company | — | — | — | $29K | 0.4% | |
| LOAN FUND Participant Loans - Rates 4.50% to 9.50% | — | — | — | $28K | 0.4% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | — | — | — | $12K | 0.2% | |
| Vangrd Balanced Index Fnd Adm Registered Investment Company | — | — | — | $5K | <0.1% | |
| Voya Index Solution 2030 P Z Registered Investment Company | — | — | — | $4K | <0.1% | |
| Hrtfrd Balanced Income Fund R6 Registered Investment Company | — | — | — | $1K | <0.1% |
Related plans
Other plans using VOYA RETIREMENT INSURANCE & ANNUITY
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
VOYA SERVICES COMPANY
VOYA 401(K) SAVINGS PLAN
$2.7B · 7,442 participants
CEDARS-SINAI MEDICAL CENTER
CEDARS-SINAI 403B RETIREMENT PLAN
$2.6B · 12,772 participants
CEDARS-SINAI MEDICAL CENTER
CEDARS-SINAI DEFINED CONTRIBUTION
$1.1B · 13,560 participants
MERCY HEALTH CORPORATION
MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN
$827.7M · 7,008 participants
WASTE CONNECTIONS, INC.
WASTE CONNECTIONS, INC. 401(K) PROFIT SHARING PLAN
$799.3M · 17,293 participants
Similar-size Engineering Services plans
BLADYKAS ENGINEERING, P.C.
BLADYKAS ENGINEERING, P.C. 401(K) PLAN
$6.6M · 16 participants
EDLO SALES & ENGINEERING, INC.
EDLO SALES & ENGINEERING, INC. 401(K) PLAN
$6.6M · 12 participants
ENCOMPASS CONSULTANT GROUP INC
ENCOMPASS CONSULTANT GROUP INC 401(K) PLAN
$6.6M · 23 participants
BARBER & HOFFMAN, INC.
BARBER & HOFFMAN, INC. 401(K) RETIREMENT PLAN
$6.6M · 38 participants
ADVANCED SYSTEMS FOR POWER ENGINEERING, INC.
ADVANCED SYSTEMS FOR POWER ENGINEERING, INC. PROFIT SHARING PLAN
$6.6M · 6 participants
MEASUREMENT TECHNOLOGY NORTHWEST
MEASUREMENT TECHNOLOGY NORTHWEST 401K PLAN
$6.6M · 63 participants
Large plans in Colorado
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)
$6.0B
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JENNISON FUND (SALG6)
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY
BLACKROCK S&P INDEX FUND (SA4CJ)
$3.4B
EMPOWER ANNUITY INSURANCE COMPANY
CORE PLUS BOND PGIM FUND (SACPP)
$3.0B