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Original filing (PDF)20250625092557NAL0011060480001
INFRASTRUCTURE CONSULTING & ENGINEERING, PLLC
Form 5500
FILING_RECEIVED
INFRASTRUCTURE CONSULTING & ENGINEERING, PLLC 401(K) PLAN
401(k) retirement plan
Active participants
535
Accounts w/ balance
479
Plan assets (EOY)
$56.0M
Net assets (EOY)
$56.0M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 25 bps in Schedule C fees — 55% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INFRASTRUCTURE CONSULTING & ENGINEERING, PLLC.
Plan sponsor
Name
INFRASTRUCTURE CONSULTING & ENGINEERING, PLLC
EIN
45-3175330
Address
110 MIDLANDS COURT · WEST COLUMBIA, SC · 29169
Phone
(803) 822-0333
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
2025-06-25
Pension benefit codes
3B · Covers self-employed individuals
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
STAMBAUGH NESS, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $66K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES INC | 38-2722519 | — | ADVISOR | $51K | — |
| FINTRUST CAPITAL ADV DBA FINTRUST | 26-1204987 | — | ADVISOR | $21K | — |
Investments
26 direct securities · 1 pooled fund· $56.0M(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
$55.4M
26 holdings
Common Collective Trust
$653K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund R6 Mutual Fund | — | — | — | $8.1M | 14.5% | |
| American Funds 2035 Target Date Retirement Fund Mutual Fund | — | — | — | $7.8M | 13.9% | |
| American Funds 2040 Target Date Retirement Fund Mutual Fund | — | — | — | $5.3M | 9.4% | |
| Vanguard 500 Index Fund Mutual Fund | — | — | — | $5.2M | 9.3% | |
| American Funds 2030 Target Date Retirement Fund Mutual Fund | — | — | — | $4.7M | 8.3% | |
| American Funds 2045 Target Date Retirement Fund Mutual Fund | — | — | — | $3.8M | 6.7% | |
| American Funds 2050 Target Date Retirement Fund Mutual Fund | — | — | — | $2.9M | 5.2% | |
| American Funds 2025 Target Date Retirement Fund Mutual Fund | — | — | — | $2.4M | 4.3% | |
| American Funds 2055 Target Date Retirement Fund Mutual Fund | — | — | — | $2.3M | 4.0% | |
| American Funds 2060 Target Date Retirement Fund Mutual Fund | — | — | — | $2.2M | 3.8% | |
| Vanguard Information Technology Index Admiral Mutual Fund | — | — | — | $1.9M | 3.4% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $1.4M | 2.5% | |
| PGIM Jennison Health Sciences Fund R6 Mutual Fund | — | — | — | $1.3M | 2.3% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $1.1M | 2.0% | |
| PIMCO Income Fund Mutual Fund | — | — | — | $910K | 1.6% | |
| American Funds 2010 Target Date Retirement Fund Mutual Fund | — | — | — | $709K | 1.3% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $653K | 1.2% | |
| T. Rowe Price Overseas Stock Fund Mutual Fund | — | — | — | $632K | 1.1% | |
| Lazard Global Infrastructure Fund Mutual Fund | — | — | — | $626K | 1.1% | |
| Participant Loans Interest Rates: 4.25% - 9.50% | — | — | — | $522K | 0.9% | |
| American Funds 2020 Target Date Retirement Fund Mutual Fund | — | — | — | $444K | 0.8% | |
| Fidelity Total Bond Fund Mutual Fund | — | — | — | $357K | 0.6% | |
| Putnam Large Cap Value Fund R6 Mutual Fund | — | — | — | $297K | 0.5% | |
| American Funds 2015 Target Date Retirement Fund Mutual Fund | — | — | — | $225K | 0.4% | |
| Vanguard Energy Index Fund Admiral Shares Mutual Fund | — | — | — | $173K | 0.3% | |
| Delaware Emerging Markets Fund Mutual Fund | — | — | — | $130K | 0.2% | |
| Cohen & Steers Real Estate Securities Fund Mutual Fund | — | — | — | $26K | <0.1% |
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