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Original filing (PDF)20251013073222NAL0000375331001
EA ENGINEERING, SCIENCE, AND TECHNOLOGY, INC., PBC
Form 5500
FILING_RECEIVED
EA ENGINEERING, SCIENCE, AND TECHNOLOGY, INC., PBC EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
66% in single holdingNo recordkeeper disclosed
Active participants
625
Accounts w/ balance
766
Plan assets (EOY)
$133.7M
Net assets (EOY)
$127.8M
How this plan invests
This plan
7 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "EA Engineering, Science, and Technology, Inc., PBC" is 66% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
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 · 210311800
Phone
(410) 584-7000
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2P · Leveraged ESOP
2I · Stock bonus
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
7 direct securities· $131.2M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| EA Engineering, Science, and Technology, Inc., PBC | — | — | $57.0M | $86.0M | 64.3% | |
| EA Engineering, Science, and Technology, Inc., PBC | — | — | $24.2M | $42.2M | 31.6% | |
| Vanguard 500 Index Fund Admiral | — | — | $780K | $1.2M | 0.9% | |
| Vanguard Equity Income Fund | — | — | $653K | $655K | 0.5% | |
| Baird Ultra Short-Term Bond Fund | — | — | $518K | $524K | 0.4% | |
| Goldman Sachs Financial Square Government Fund | — | — | $458K | $458K | 0.3% | |
| Baird Short-Term Bond Fund | — | — | $230K | $236K | 0.2% |
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