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Original filing (PDF)20250827093204NAL0016279504001
PROFESSIONAL ENGINEERING CONSULTANTS, P.A.
Form 5500
FILING_RECEIVED
PROFESSIONAL ENGINEERING CONSULTANTS, P.A. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
421
Accounts w/ balance
527
Plan assets (EOY)
$43.6M
Net assets (EOY)
$43.6M
How this plan invests
This plan
29 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 PROFESSIONAL ENGINEERING CONSULTANTS, P.A..
Plan sponsor
Name
PROFESSIONAL ENGINEERING CONSULTANTS, P.A.
EIN
48-0699643
Address
303 SOUTH TOPEKA STREET · WICHITA, KS · 672024309
Phone
(316) 206-1357
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
2025-08-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
KCOE ISOM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $77K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTRUST BANK, NA | 48-0477525 | — | ACCOUNTANT | $14K | — |
Investments
29 direct securities· $43.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Mutual fund - | — | — | — | $7.5M | 17.3% | |
| Vanguard Target Retirement 2050 Mutual fund - | — | — | — | $3.6M | 8.1% | |
| Fidelity Lg Cap Gr Idx Mutual fund - | — | — | — | $3.5M | 8.1% | |
| Vanguard Target Retirement 2030 Mutual fund - | — | — | — | $2.7M | 6.3% | |
| Dodge & Cox Income Mutual fund - | — | — | — | $2.7M | 6.1% | |
| Vanguard Target Retirement 2045 Mutual fund - | — | — | — | $2.4M | 5.6% | |
| Vanguard Val Index Adm Mutual fund - | — | — | — | $2.0M | 4.6% | |
| Janus Henderson Enterprise N Mutual fund - | — | — | — | $2.0M | 4.6% | |
| Vanguard Target Retirement 2055 Mutual fund - | — | — | — | $1.7M | 3.9% | |
| Vanguard Target Retirement 2035 Mutual fund - | — | — | — | $1.5M | 3.5% | |
| Vanguard Target Retirement 2060 Mutual fund - | — | — | — | $1.4M | 3.2% | |
| Transamerica Guaranteed Investment Option Group annuity contract - $ | — | — | — | $1.3M | 3.0% | |
| Vanguard Target Retirement 2040 Mutual fund - | — | — | — | $1.3M | 2.9% | |
| Vanguard Target Retirement 2025 Mutual fund - | — | — | — | $1.2M | 2.8% | |
| MFS Intl Gr R6 Mutual fund - | — | — | — | $1.1M | 2.5% | |
| Vanguard Target Retirement 2020 Mutual fund - | — | — | — | $1.0M | 2.3% | |
| Vanguard Small Cap Index Adm Mutual fund - | — | — | — | $975K | 2.2% | |
| Vanguard Developed Mkt Index Adm Mutual fund - | — | — | — | $944K | 2.2% | |
| Vanguard Mid Cap Index Adm Mutual fund - | — | — | — | $802K | 1.8% | |
| Vanguard Target Retirement 2065 Mutual fund - | — | — | — | $729K | 1.7% | |
| Federated Hermes Sh Term Inc IS Mutual fund - | — | — | — | $674K | 1.5% | |
| Allspring Spec Mid Cap Val R6 Mutual fund - | — | — | — | $668K | 1.5% | |
| AB Small Cap Growth Z Mutual fund - | — | — | — | $486K | 1.1% | |
| Vanguard REIT Index Adm Mutual fund - | — | — | — | $468K | 1.1% | |
| American Funds New World R6 Mutual fund - | — | — | — | $430K | 1.0% | |
| Allspring Special Small Cap Val R6 Mutual fund - | — | — | — | $216K | 0.5% | |
| Vanguard Treasury Money Market Inv Mutual fund - | — | — | — | $137K | 0.3% | |
| Vanguard Target Retirement Income Mutual fund - | — | — | — | $94K | 0.2% | |
| Participant notes receivable Maturities of less than five years, secured by participant account balances, with interest rates at 5.25% to 10.50%. - | — | — | — | $36K | <0.1% |