Back to filter
Original filing (PDF)20251021085645NAL0001163203001
D-J ENGINEERING, INC.
Form 5500
FILING_RECEIVED
D-J ENGINEERING, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
288
Accounts w/ balance
307
Plan assets (EOY)
$14.4M
Net assets (EOY)
$14.4M
How this plan invests
This plan
26 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for D-J ENGINEERING, INC..
Plan sponsor
Name
D-J ENGINEERING, INC.
EIN
48-1120486
Address
219 W 6TH AVE · AUGUSTA, KS · 67010
Phone
(316) 775-1212
Industry
Manufacturingsee 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
2025-10-21
Pension benefit codes
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
THOMAS H SEWELL CPA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | 43-0345811 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ECONOMIC GROUP PENSION SERVICES | 13-3180178 | — | CONTRACT ADMINISTRATOR | $19K | — |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $19K | — |
Investments
10 direct securities · 26 pooled funds· $18.0M(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.
Pooled Separate Account
$13.2M
25 holdings
Uncategorized
$4.5M
10 holdings
Common Collective Trust
$377K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME 2030 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $1.6M | 11.2% | |
| Principal Capital Appreciation Separate Account-R6 Pooled separate mutual fund | — | — | — | $1.2M | 8.1% | |
| PRIN CAPITAL APPR SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $1.2M | 8.1% | |
| PRIN LGCAP S&P 500 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.1M | 7.7% | |
| PRIN LIFETIME 2040 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $1.1M | 7.5% | |
| PRIN LARGECAP GROWTH I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $1.1M | 7.4% | |
| Principal MidCap Separate Account-R6 Pooled separate mutual fund | — | — | — | $1.0M | 7.1% | |
| PRIN MIDCAP SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $1.0M | 7.1% | |
| PRIN LIFETIME 2050 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $973K | 6.7% | |
| PRIN LIFETIME 2035 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $876K | 6.1% | |
| PRIN LIFETIME 2020 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $483K | 3.3% | |
| Principal LifeTime Strategic Income Separate Account-R6 Pooled separate mutual fund | — | — | — | $450K | 3.1% | |
| PRIN LIFETIME STRAT INC SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $450K | 3.1% | |
| PRIN LIFETIME 2055 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $436K | 3.0% | |
| Principal SmallCap Growth I Separate Account-R6 Pooled separate mutual fund | — | — | — | $414K | 2.9% | |
| PRIN SMALL CAP GROWTH I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $414K | 2.9% | |
| Participant Loans 4.25% - 9.50% | — | — | — | $400K | 2.8% | |
| PRINCIPAL STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $377K | 2.6% | |
| PRIN LIFETIME 2060 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $359K | 2.5% | |
| Principal Diversified International Separate Account-R6 Pooled separate mutual fund | — | — | — | $333K | 2.3% | |
| PRIN DIVERSIFIED INTL SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $333K | 2.3% | |
| Delaware Small Cap Value A Fund Mutual fund | — | — | — | $325K | 2.3% | |
| PRIN LIFETIME 2025 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $301K | 2.1% | |
| PRIN LIFETIME 2045 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $244K | 1.7% | |
| PRIN REAL ESTATE SECS SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $216K | 1.5% | |
| Principal Core Fixed Income Separate Account-R6 Pooled separate mutual fund | — | — | — | $213K | 1.5% | |
| PRIN CORE FIX INC SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $213K | 1.5% | |
| PRIN MIDCAP S&P 400 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $209K | 1.5% | |
| PRIN SMCAP S&P 600 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $172K | 1.2% | |
| PRIN LIFETIME 2065 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $148K | 1.0% | |
| PRIN EQUITY INCOME SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $141K | 1.0% | |
| PRIN MIDCAP VALUE I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $138K | 1.0% | |
| JP Morgan Government Bond A Fund Mutual fund | — | — | — | $117K | 0.8% | |
| PRIN INFLATION PROTECT SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 099 | Pooled Separate Account | — | — | $17K | 0.1% | |
| Principal Inflation Protection Separate Account-R6 Pooled separate mutual fund | — | — | — | $17K | 0.1% | |
| PRIN LIFETIME 2070 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $9K | <0.1% |
Related plans
Other plans using ECONOMIC GROUP PENSION SERVICES
CONSOLIDATED ASSET MANAGEMENT SERVICES, LLC
CAMS 401(K) PLAN
$202.8M · 1,449 participants
CONSOLIDATED ASSET MANAGEMENT SERVICES, LLC
CAMS UNION RETIREMENT PLAN
$89.5M · 766 participants
HOWARD INDUSTRIES, INC.
HOWARD INDUSTRIES, INC. RETIREMENT SAVINGS PLAN
$88.0M · 1,228 participants
PACIFIC RIM MECHANICAL CONTRACTORS, INC.
PACIFIC RIM MECHANICAL CONTRACTORS, INC. 401(K) PLAN
$80.3M · 794 participants
FINFROCK HOLDINGS, INC.
FINFROCK HOLDINGS, INC. 401(K) PROFIT SHARING PLAN
$59.1M · 591 participants
CANCER SPECIALISTS, LLC
CANCER SPECIALISTS OF NORTH FLORIDA 401(K) PLAN
$57.4M · 452 participants
Similar-size Manufacturing plans
THUNDERBIRD, LLC
THUNDERBIRD, LLC 401(K) PLAN
$14.4M · 682 participants
SUPERALLOY MANUFACTURING SOLUTIONS CORP.
SUPERALLOY MFG SOLUTIONS CORP. 401(K) RET PLAN
$14.6M · 153 participants
ROSEN AVIATION LLC
ROSEN AVIATION LLC 401(K) PLAN
$14.6M · 56 participants
MARTIN-BAKER AMERICA, INC.
MARTIN-BAKER AMERICA, INC. 401(K) PROFIT SHARING PLAN
$14.2M · 163 participants
PALLADYNE AI CORP.
PALLADYNE AI CORP. 401(K) RETIREMENT PLAN
$14.8M · 81 participants
AVANTUS AEROSPACE, INC.
AVANTUS AEROSPACE, INC. 401(K) PLAN
$14.1M · 466 participants
Large plans in Kansas
KOCH COMPANIES, LLC
KOCH COMPANIES DEFINED CONTRIBUTION MASTER TRUST
$13.4B
KOCH COMPANIES, LLC
KOCH COMPANIES DEFINED BENEFIT MASTER TRUST
$6.1B
KOCH COMPANIES, LLC
KOCH EMPLOYEES' SAVINGS PLAN
$4.3B · 11,749 participants
PERFORMANCE CONTRACTING GROUP, INC.
PERFORMANCE CONTRACTING GROUP, INC. ESOP/401(K) PLAN
$3.6B · 1,366 participants
KOCH INDUSTRIES, INC.
KOCH INDUSTRIES INC EMPLOYEES' SAVINGS PLAN
$3.4B · 11,911 participants
BVH, INC.
BLACK & VEATCH RETIREMENT PROGRAM
$3.0B · 7,022 participants