James Tonty signed U.S. Engineering Company Holdings' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
U.S. Engineering Company Holdings' EIN is 46-0934113.
Download the official 2024 Form 5500 (PDF) for U.S. Engineering Company Holdings from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)U.S. Engineering Company Holdings' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLEN GIBBS & HOULIK | 48-1032601 | — | RECORDKEEPER | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FCI ADVISORS | — | OVERLAND PARK, KS | INVESTMENT PROVIDER | $19K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT TRUST COMPANY | 48-1971558 | — | TRUSTEE | $46K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral Mutual Fund | Common Collective Trusts | — | — | $10.0M | 19.3% | |
| JPMorgan Large Cap Growth Fund R6 Mutual Fund | Other securities | — | — | $9.0M | 17.3% | |
| BENEFIT FCI LIFE STRAT MODERATE GRO BENEFIT TRUST COMPANY · EIN 43-0995254 / PN 017 | Common Collective Trust | — | — | $5.7M | 11.0% | |
| T. Rowe Price Mid-Cap Growth I Mutual Fund | Other securities | — | — | $4.2M | 8.1% | |
| BENEFIT FCI LIFE STRAT GROWTH FD BENEFIT TRUST COMPANY · EIN 43-0995254 / PN 018 | Common Collective Trust | — | — | $2.5M | 4.8% | |
| American Funds EuroPacific R6 Mutual Fund | Mutual Funds | — | — | $2.1M | 4.1% | |
| Neuberger Berman Large Cap Value Mutual Fund | Other securities | — | — | $2.1M | 4.0% | |
| Northern Inst Gov't Select MM Fd. Money Market Mutual Fund | Cash / Money Market | — | — | $2.0M | 3.8% | |
| Dodge & Cox Income Fund Mutual Fund | Mutual Funds | — | — | $1.6M | 3.2% | |
| MFS Mid Cap Value Fund R6 Mutual Fund | Mutual Funds | — | — | $1.6M | 3.0% | |
| BlackRock Advantage Small Cap Growth Mutual Fund | Other securities | — | — | $1.4M | 2.7% | |
| DFA Funds US Small Cap Value Mutual Fund | Mutual Funds | — | — | $1.3M | 2.6% | |
| Vanguard ShtTrm Invstmnt Grade Admiral Mutual Fund | Mutual Funds | — | — | $824K | 1.6% | |
| BENEFIT FCI LIFE STRAT CONS GROWTH BENEFIT TRUST COMPANY · EIN 43-0995254 / PN 016 | Common Collective Trust | — | — | $747K | 1.4% | |
| BENEFIT FCI LIFE STRAT AGGRES GROWT BENEFIT TRUST COMPANY · EIN 43-0995254 / PN 019 | Common Collective Trust | — | — | $658K | 1.3% | |
| Vanguard Total International Stock Index Mutual Fund | Mutual Funds | — | — | $511K | 1.0% | |
| Vanguard Group Value Index Mutual Fund | Mutual Funds | — | $288K | $482K | 0.9% | |
| Vanguard Group Growth Index Mutual Fund | Mutual Funds | — | $171K | $457K | 0.9% | |
| Notes receivable from participants December 2044 | Other securities | — | — | $432K | 0.8% | |
| Vanguard MidCap Index Fund Admiral Mutual Fund | Common Collective Trusts | — | — | $398K | 0.8% | |
| Vanguard Group Mid Cap Index Mutual Fund | Mutual Funds | — | $191K | $336K | 0.6% | |
| Profit Sharing Account (Non-participant directed) Dodge and Cox Income Fund Mutual Fund | Mutual Funds | — | $354K | $321K | 0.6% | |
| Vanguard Funds Developed Markets Index Mutual Fund | Mutual Funds | — | $301K | $311K | 0.6% | |
| Vanguard SmallCap Index Fund Admiral Mutual Fund | Common Collective Trusts | — | — | $268K | 0.5% | |
| Vanguard Group INTM BD Index Mutual Fund | Mutual Funds | — | $291K | $265K | 0.5% | |
| Principal FDS INC R6 Mutual Fund | Common Stocks | — | $211K | $224K | 0.4% | |
| DFA Funds US Small Cap Fund Mutual Fund | Mutual Funds | — | $144K | $205K | 0.4% | |
| Northern Funds Institutional Government Money Market Mutual Fund | Cash / Money Market | — | $186K | $186K | 0.4% | |
| DFA Funds Emerging MKTS Core Equity Mutual Fund | Mutual Funds | — | $137K | $160K | 0.3% | |
| Palmer Square Income Plus Mutual Fund | Other securities | — | $143K | $147K | 0.3% | |
| Vanguard Specialized DIV REIT Index Mutual Fund | Mutual Funds | — | $133K | $144K | 0.3% | |
| Fidelity Investments Salem Street Trust Mutual Fund | Mutual Funds | — | $146K | $143K | 0.3% | |
| Northern Funds Institutional Government Money Market Mutual Fund | Cash / Money Market | — | $141K | $141K | 0.3% | |
| US Treasury 4.625% 10/15/26 U.S. Government Obligations | U.S. Treasuries | — | $75K | $75K | 0.1% | |
| US Treasury 4.25% 3/15/27 U.S. Government Obligations | U.S. Treasuries | — | $74K | $75K | 0.1% | |
| US Treasury 4.00% 12/15/25 U.S. Government Obligations | U.S. Treasuries | — | $74K | $75K | 0.1% | |
| Pre-Retire Account (Non-participant directed) US Treasury 2.625% 3/31/25 U.S. Government Obligations | U.S. Treasuries | — | $74K | $75K | 0.1% | |
| US Treasury 3.75% 6/30/29 U.S. Government Obligations | U.S. Treasuries | — | $73K | $75K | 0.1% | |
| US Treasury 3.875% 12/31/27 U.S. Government Obligations | U.S. Treasuries | — | $74K | $74K | 0.1% | |
| US Treasury 3.75% 12/31/28 U.S. Government Obligations | U.S. Treasuries | — | $72K | $73K | 0.1% | |
| US Treasury 3.50% 4/30/28 U.S. Government Obligations | U.S. Treasuries | — | $73K | $73K | 0.1% | |
| US Treasury 2.75% 4/30/27 U.S. Government Obligations | U.S. Treasuries | — | $71K | $73K | 0.1% | |
| US Treasury 2.75% 7/31/27 U.S. Government Obligations | U.S. Treasuries | — | $71K | $72K | 0.1% | |
| US Treasury 4.125% 3/31/29 U.S. Government Obligations | U.S. Treasuries | — | $49K | $50K | <0.1% | |
| US Treasury 3.25% 6/30/29 U.S. Government Obligations | U.S. Treasuries | — | $47K | $48K | <0.1% |
