Original filing (PDF)20251013075050NAL0000927009001

EA ENGINEERING, SCIENCE, AND TECHNOLOGY, INC., PBC

Name: EA ENGINEERING, SCIENCE, AND TECHNOLOGY, INC., PBC — EA ENGINEERING, SCIENCE, AND TECHNOLOGY, INC., PBC SAVINGS AND RETIREMENT PLAN, Form 5500 (2024)
Creator: EA ENGINEERING, SCIENCE, AND TECHNOLOGY, INC., PBC

Form 5500

FILING_RECEIVED

EA ENGINEERING, SCIENCE, AND TECHNOLOGY, INC., PBC SAVINGS AND RETIREMENT PLAN

401(k) retirement plan

Active participants

839

Accounts w/ balance

1,036

Plan assets (EOY)

$144.6M

Net assets (EOY)

$144.6M

How this plan invests

This plan

3 pooled trusts

Schedule D

32 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 EA ENGINEERING, SCIENCE, AND TECHNOLOGY, INC., PBC.

Plan sponsor

Name

EA ENGINEERING, SCIENCE, AND TECHNOLOGY, INC., PBC

EIN

52-0991911

Address

225 SCHILLING CIRCLE · SUITE 400 · HUNT VALLEY, MD · 21031

Phone

(410) 584-7000

Industry

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

2025-10-13

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

3D · Pre-approved plan (master / prototype / VS)

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

CLIFTONLARSENALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$76K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPFINANCIAL PARTNERS LLC	26-0058143	—	INVESTMENT ADVISOR	$51K	—

Investments

31 direct securities · 3 pooled funds· $169.9M(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

$140.5M

31 holdings

Common Collective Trust

$29.4M

3 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard Institutional Index Fund Institutional Shares	—	—	—	$30.9M	21.4%
HARBOR CAP APPR R HARBOR TRUST COMPANY · EIN 84-4022934 / PN 001	Common Collective Trust	—	—	$20.5M	14.1%
Harbor Trust Company Harbor Capital Appreciation CIT Class R	—	—	—	$20.5M	14.1%
Fidelity Investments Fidelity Freedom 2030 Fund Class K6	—	—	—	$7.9M	5.5%
MFS International Intrinsic Value Fund Class R6	—	—	—	$6.1M	4.2%
BlackRock Mid-Cap Growth Equity Fund Class K	—	—	—	$6.0M	4.1%
Fidelity Investments Fidelity Freedom 2045 Fund Class K6	—	—	—	$5.6M	3.9%
Fidelity Investments Fidelity Freedom 2040 Fund Class K6	—	—	—	$5.5M	3.8%
Fidelity Investments Fidelity Freedom 2050 Fund Class K6	—	—	—	$5.1M	3.6%
Similar Party Collateral, Par, or Maturity Value Cost ** Value Wells Fargo Bank, N.A. Galliard Stable Return Fund C	—	—	—	$4.8M	3.3%
GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001	Common Collective Trust	—	—	$4.8M	3.3%
Fidelity Investments Fidelity Freedom 2035 Fund Class K6	—	—	—	$4.8M	3.3%
Fidelity Investments Fidelity Freedom 2055 Fund Class K6	—	—	—	$4.6M	3.2%
Vanguard Mid-Cap Index Fund Admiral Shares	—	—	—	$4.4M	3.0%
Fidelity Investments Fidelity Total Bond Fund Class K6	—	—	—	$4.4M	3.0%
Fidelity Investments Fidelity Freedom 2025 Fund Class K6	—	—	—	$4.2M	2.9%
MFS MID CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616	Common Collective Trust	—	—	$4.2M	2.9%
Vanguard Small Cap Index Fund Admiral Shares	—	—	—	$4.0M	2.8%
Fidelity Investments Fidelity Freedom 2070 Fund Class K6 265 Self Directed Brokerage BrokerageLink Account	—	—	—	$3.7M	2.6%
MFS Value Fund Class R6	—	—	—	$3.2M	2.2%
American Beacon American Beacon Small Cap Value Fund R6	—	—	—	$2.8M	1.9%
Fidelity Investments Fidelity Freedom 2060 Fund Class K6	—	—	—	$2.0M	1.4%
Vanguard Total Bond Market Index Fund Admiral Shares	—	—	—	$1.7M	1.2%
Hartford International Opportunities Fund Class R6	—	—	—	$1.6M	1.1%
Vanguard Total International Stock Index Fund Admiral Shares	—	—	—	$1.1M	0.8%
Fidelity Investments Fidelity Freedom 2065 Fund Class K6	—	—	—	$1.1M	0.7%
Principal Funds Principal Small Cap Growth Fund R6	—	—	—	$918K	0.6%
Fidelity Investments Fidelity Freedom 2020 Fund Class K6	—	—	—	$790K	0.5%
Participants at Various Dates -	—	—	—	$779K	0.5%
Driehaus Capital Management Driehaus Emerging Markets Growth Fund Institutional Class	—	—	—	$751K	0.5%
Fidelity Investments Fidelity Freedom Income Fund Class K6	—	—	—	$521K	0.4%
Fidelity Investments Fidelity Government Money Market Portfolio	—	—	—	$360K	0.2%
Fidelity Investments Fidelity Freedom 2015 Fund Class K6	—	—	—	$176K	0.1%
Fidelity Investments Fidelity Freedom 2010 Fund Class K6	—	—	—	$85K	<0.1%