How big is EA Engineering, Science, and Technology, Inc., PBC's plan?

EA Engineering, Science, and Technology, Inc., PBC's plan reported $144.6M in assets and 839 participants for 2024.

Original filing (PDF)20251013075050NAL0000927009001

EA Engineering, Science, and Technology, Inc., PBC

Name: EA Engineering, Science, and Technology, Inc., PBC — Form 5500 Plan 001 (2024)
Creator: EA Engineering, Science, and Technology, Inc., PBC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

EA Engineering, Science, and Technology, Inc., PBC Savings and Retirement Plan

401(k) retirement plan · EA Engineering, Science, and Technology, Inc., PBC's EA Engineering, Science, and Technology, Inc., PBC Savings and Retirement Plan held $144.6M in plan assets for 839 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Corrective distributions issuedSelf-directed brokerage offered

Active participants

839

Accounts w/ balance

1,036

Plan assets (EOY)

$144.6M

Net assets (EOY)

$144.6M

People on this filing

Michele Bailey signed EA Engineering, Science, and Technology, Inc., PBC's 2024 Form 5500 as plan administrator.

Michele Bailey — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

EA Engineering, Science, and Technology, Inc., PBC's EIN is 52-0991911.

EIN 52-0991911

Plan number 001

Plan year 2024

ACK ID 20251013075050NAL0000927009001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for EA Engineering, Science, and Technology, Inc., PBC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

EA Engineering, Science, and Technology, Inc., PBC's plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EA ENGINEERING, SCIENCE, AND TECHNOLOGY, INC., PBC.

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How this plan invests

This plan

3 pooled trusts

Schedule D

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Bottom-decile employer contributions per participant (2nd percentile).

Plan sponsor

Name

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

EIN

all filings

Address

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

Phone

(410) 584-7000

Industry

Professional & Technical Services

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)

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

30 direct securities · 3 pooled funds· $165.1M(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.

Common Collective Trusts

$62.6M

6 holdings

Mutual Funds

$56.5M

17 holdings

Common Collective Trust

$29.4M

3 holdings

Other securities

$12.8M

6 holdings

Self-Directed Brokerage

$3.7M

1 holding

					% of plan
Vanguard Institutional Index Fund Institutional Shares	Common Collective Trusts	—	—	$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	Common Collective Trusts	—	—	$20.5M	14.1%
Fidelity Investments Fidelity Freedom 2030 Fund Class K6	Mutual Funds	—	—	$7.9M	5.5%
MFS International Intrinsic Value Fund Class R6	Mutual Funds	—	—	$6.1M	4.2%
BlackRock Mid-Cap Growth Equity Fund Class K	Other securities	—	—	$6.0M	4.1%
Fidelity Investments Fidelity Freedom 2045 Fund Class K6	Mutual Funds	—	—	$5.6M	3.9%
Fidelity Investments Fidelity Freedom 2040 Fund Class K6	Mutual Funds	—	—	$5.5M	3.8%
Fidelity Investments Fidelity Freedom 2050 Fund Class K6	Mutual Funds	—	—	$5.1M	3.6%
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	Mutual Funds	—	—	$4.8M	3.3%
Fidelity Investments Fidelity Freedom 2055 Fund Class K6	Mutual Funds	—	—	$4.6M	3.2%
Vanguard Mid-Cap Index Fund Admiral Shares	Common Collective Trusts	—	—	$4.4M	3.0%
Fidelity Investments Fidelity Total Bond Fund Class K6	Mutual Funds	—	—	$4.4M	3.0%
Fidelity Investments Fidelity Freedom 2025 Fund Class K6	Mutual Funds	—	—	$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	Common Collective Trusts	—	—	$4.0M	2.8%
Fidelity Investments Fidelity Freedom 2070 Fund Class K6 265 Self Directed Brokerage BrokerageLink Account	Self-Directed Brokerage	—	—	$3.7M	2.6%
MFS Value Fund Class R6	Mutual Funds	—	—	$3.2M	2.2%
American Beacon American Beacon Small Cap Value Fund R6	Other securities	—	—	$2.8M	1.9%
Fidelity Investments Fidelity Freedom 2060 Fund Class K6	Mutual Funds	—	—	$2.0M	1.4%
Vanguard Total Bond Market Index Fund Admiral Shares	Common Collective Trusts	—	—	$1.7M	1.2%
Hartford International Opportunities Fund Class R6	Other securities	—	—	$1.6M	1.1%
Vanguard Total International Stock Index Fund Admiral Shares	Common Collective Trusts	—	—	$1.1M	0.8%
Fidelity Investments Fidelity Freedom 2065 Fund Class K6	Mutual Funds	—	—	$1.1M	0.7%
Principal Funds Principal Small Cap Growth Fund R6	Other securities	—	—	$918K	0.6%
Fidelity Investments Fidelity Freedom 2020 Fund Class K6	Mutual Funds	—	—	$790K	0.5%
Participants at Various Dates -	Other securities	—	—	$779K	0.5%
Driehaus Capital Management Driehaus Emerging Markets Growth Fund Institutional Class	Other securities	—	—	$751K	0.5%
Fidelity Investments Fidelity Freedom Income Fund Class K6	Mutual Funds	—	—	$521K	0.4%
Fidelity Investments Fidelity Government Money Market Portfolio	Mutual Funds	—	—	$360K	0.2%
Fidelity Investments Fidelity Freedom 2015 Fund Class K6	Mutual Funds	—	—	$176K	0.1%
Fidelity Investments Fidelity Freedom 2010 Fund Class K6	Mutual Funds	—	—	$85K	<0.1%