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 an ESOP, an S-corporation ESOP, profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FCI ADVISORS | — | OVERLAND PARK, KS | INVESTMENT PROVIDER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLEN GIBBS & HOULIK, LC | — | WICHITA, KS | NONE | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| U.S. Engineering Company Holdings 223 shares of common stock | Common Stocks | — | $1.5M | $5.5M | 68.5% | |
| Vanguard Group Growth Index Admiral Mutual Fund | Mutual Funds | — | $144K | $205K | 2.6% | |
| Northern Funds Institutional U.S. Government Select Portfolio Mutual Fund | Other securities | — | $194K | $194K | 2.4% | |
| Vanguard Group Value Index Admiral Mutual Fund | Mutual Funds | — | $141K | $168K | 2.1% | |
| Vanguard Group Mid Cap Index Admiral Mutual Fund | Mutual Funds | — | $120K | $130K | 1.6% | |
| Vanguard Group Intermediate Bond Index Admiral Mutual Fund | Mutual Funds | — | $140K | $119K | 1.5% | |
| Vanguard Group Small Cap Index Admiral Mutual Fund | Mutual Funds | — | $103K | $110K | 1.4% | |
| Principal Preferred Securities Inst Mutual Fund | Other securities | — | $102K | $109K | 1.4% | |
| Dodge and Cox Income Fund Mutual Fund | Mutual Funds | — | $119K | $105K | 1.3% | |
| Vanguard Funds Developed Markets Index Admiral Mutual Fund | Mutual Funds | — | $106K | $98K | 1.2% | |
| Vanguard Group Reit Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | $84K | $74K | 0.9% | |
| DFA Funds Emerging Markets Core Equity Mutual Fund | Mutual Funds | — | $80K | $73K | 0.9% | |
| Vanguard Group High Yield Corp Admiral Mutual Fund | Mutual Funds | — | $68K | $63K | 0.8% | |
| Eaton Vance Floating Rate Institutional Mutual Fund | Bonds / Notes | — | $60K | $57K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
