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Original filing (PDF)20250804223758NAL0001347265001
U.S. ENGINEERING COMPANY HOLDINGS
Form 5500
FILING_RECEIVED
U. S. ENGINEERING COMPANY HOLDINGS 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
406
Accounts w/ balance
422
Plan assets (EOY)
$51.8M
Net assets (EOY)
$51.8M
How this plan invests
This plan
4 pooled trusts
Schedule D
48 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for U.S. ENGINEERING COMPANY HOLDINGS.
Plan sponsor
Name
U.S. ENGINEERING COMPANY HOLDINGS
EIN
46-0934113
Address
3433 ROANOKE ROAD · KANSAS CITY, MO · 64111
Phone
(816) 753-6969
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
2025-08-04
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial 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
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLEN GIBBS & HOULIK | 48-1032601 | — | RECORDKEEPER | $34K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT TRUST COMPANY | 48-1971558 | — | TRUSTEE | $46K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FCI ADVISORS | — | OVERLAND PARK, KS | INVESTMENT PROVIDER | $19K | — |
Investments
41 direct securities · 4 pooled funds· $51.6M(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
$42.0M
41 holdings
Common Collective Trust
$9.6M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral Mutual Fund | — | — | — | $10.0M | 19.3% | |
| JPMorgan Large Cap Growth Fund R6 Mutual Fund | — | — | — | $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 | — | — | — | $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 | — | — | — | $2.1M | 4.1% | |
| Neuberger Berman Large Cap Value Mutual Fund | — | — | — | $2.1M | 4.0% | |
| Northern Inst Gov't Select MM Fd. Money Market Mutual Fund | — | — | — | $2.0M | 3.8% | |
| Dodge & Cox Income Fund Mutual Fund | — | — | — | $1.6M | 3.2% | |
| MFS Mid Cap Value Fund R6 Mutual Fund | — | — | — | $1.6M | 3.0% | |
| BlackRock Advantage Small Cap Growth Mutual Fund | — | — | — | $1.4M | 2.7% | |
| DFA Funds US Small Cap Value Mutual Fund | — | — | — | $1.3M | 2.6% | |
| Vanguard ShtTrm Invstmnt Grade Admiral Mutual Fund | — | — | — | $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 | — | — | — | $511K | 1.0% | |
| Vanguard Group Value Index Mutual Fund | — | — | $288K | $482K | 0.9% | |
| Vanguard Group Growth Index Mutual Fund | — | — | $171K | $457K | 0.9% | |
| Notes receivable from participants December 2044 | — | — | — | $432K | 0.8% | |
| Vanguard MidCap Index Fund Admiral Mutual Fund | — | — | — | $398K | 0.8% | |
| Vanguard Group Mid Cap Index Mutual Fund | — | — | $191K | $336K | 0.6% | |
| Profit Sharing Account (Non-participant directed) Dodge and Cox Income Fund Mutual Fund | — | — | $354K | $321K | 0.6% | |
| Vanguard Funds Developed Markets Index Mutual Fund | — | — | $301K | $311K | 0.6% | |
| Vanguard SmallCap Index Fund Admiral Mutual Fund | — | — | — | $268K | 0.5% | |
| Vanguard Group INTM BD Index Mutual Fund | — | — | $291K | $265K | 0.5% | |
| Principal FDS INC R6 Mutual Fund | — | — | $211K | $224K | 0.4% | |
| DFA Funds US Small Cap Fund Mutual Fund | — | — | $144K | $205K | 0.4% | |
| Northern Funds Institutional Government Money Market Mutual Fund | — | — | $186K | $186K | 0.4% | |
| DFA Funds Emerging MKTS Core Equity Mutual Fund | — | — | $137K | $160K | 0.3% | |
| Palmer Square Income Plus Mutual Fund | — | — | $143K | $147K | 0.3% | |
| Vanguard Specialized DIV REIT Index Mutual Fund | — | — | $133K | $144K | 0.3% | |
| Fidelity Investments Salem Street Trust Mutual Fund | — | — | $146K | $143K | 0.3% | |
| Northern Funds Institutional Government Money Market Mutual Fund | — | — | $141K | $141K | 0.3% | |
| US Treasury 4.625% 10/15/26 U.S. Government Obligations | — | — | $75K | $75K | 0.1% | |
| US Treasury 4.25% 3/15/27 U.S. Government Obligations | — | — | $74K | $75K | 0.1% | |
| US Treasury 4.00% 12/15/25 U.S. Government Obligations | — | — | $74K | $75K | 0.1% | |
| Pre-Retire Account (Non-participant directed) US Treasury 2.625% 3/31/25 U.S. Government Obligations | — | — | $74K | $75K | 0.1% | |
| US Treasury 3.75% 6/30/29 U.S. Government Obligations | — | — | $73K | $75K | 0.1% | |
| US Treasury 3.875% 12/31/27 U.S. Government Obligations | — | — | $74K | $74K | 0.1% | |
| US Treasury 3.75% 12/31/28 U.S. Government Obligations | — | — | $72K | $73K | 0.1% | |
| US Treasury 3.50% 4/30/28 U.S. Government Obligations | — | — | $73K | $73K | 0.1% | |
| US Treasury 2.75% 4/30/27 U.S. Government Obligations | — | — | $71K | $73K | 0.1% | |
| US Treasury 2.75% 7/31/27 U.S. Government Obligations | — | — | $71K | $72K | 0.1% | |
| US Treasury 4.125% 3/31/29 U.S. Government Obligations | — | — | $49K | $50K | <0.1% | |
| US Treasury 3.25% 6/30/29 U.S. Government Obligations | — | — | $47K | $48K | <0.1% |