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Original filing (PDF)20250715143512NAL0002215537001
SCIENCE & ENGINEERING SERVICES, INC.
Form 5500
FILING_RECEIVED
SCIENCE & ENGINEERING SERVICES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
673
Accounts w/ balance
858
Plan assets (EOY)
$71.5M
Net assets (EOY)
$71.5M
How this plan invests
This plan
43 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
Helping the score
- Below-peer total fees (1 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCIENCE & ENGINEERING SERVICES, INC..
Plan sponsor
Name
SCIENCE & ENGINEERING SERVICES, INC.
EIN
52-1569411
Address
6992 COLUMBIA GATEWAY DR. STE 200 · COLUMBIA, MD · 21046
Phone
(443) 539-0139
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
2025-07-15
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
APRIO, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $650 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $10K | — |
Investments
43 direct securities· $71.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund NR | — | — | — | $11.6M | 16.2% | |
| Fidelity Freedom 2030 Mutual Fund NR | — | — | — | $6.6M | 9.2% | |
| Fidelity Freedom 2025 Mutual Fund NR | — | — | — | $5.3M | 7.4% | |
| Fidelity Freedom 2035 Mutual Fund NR | — | — | — | $5.1M | 7.2% | |
| Fidelity Freedom 2050 Mutual Fund NR | — | — | — | $4.5M | 6.3% | |
| Fidelity Contrafund Mutual Fund NR | — | — | — | $4.1M | 5.8% | |
| Fidelity Select Technology Mutual Fund NR | — | — | — | $4.0M | 5.6% | |
| Fidelity Freedom 2040 Mutual Fund NR | — | — | — | $3.9M | 5.5% | |
| Fidelity Freedom 2045 Mutual Fund NR | — | — | — | $3.4M | 4.8% | |
| Fidelity Government Money Market Mutual Fund NR | — | — | — | $3.3M | 4.6% | |
| Fidelity Freedom 2020 Mutual Fund NR | — | — | — | $1.8M | 2.5% | |
| Fidelity Freedom 2055 Mutual Fund NR | — | — | — | $1.7M | 2.4% | |
| Fidelity Capital & Income Mutual Fund NR | — | — | — | $1.3M | 1.9% | |
| Fidelity Total Bond Mutual Fund NR | — | — | — | $1.2M | 1.6% | |
| Fidelity Select Leisure Mutual Fund NR | — | — | — | $1.1M | 1.6% | |
| Fidelity Fund Mutual Fund NR | — | — | — | $1.1M | 1.5% | |
| Fidelity Small Cap Value Mutual Fund NR | — | — | — | $1.0M | 1.5% | |
| Fidelity International Discovery Mutual Fund NR | — | — | — | $993K | 1.4% | |
| Fidelity Balanced Mutual Fund NR | — | — | — | $983K | 1.4% | |
| Fidelity Freedom 2060 Mutual Fund NR | — | — | — | $878K | 1.2% | |
| Fidelity Disciplined Equity Mutual Fund NR | — | — | — | $678K | 0.9% | |
| Fidelity Value Mutual Fund NR | — | — | — | $636K | 0.9% | |
| Vanguard Mid-Cap Value Index Mutual Fund NR | — | — | — | $597K | 0.8% | |
| Fidelity Real Estate Investment Mutual Fund NR | — | — | — | $556K | 0.8% | |
| Fidelity U.S. Bond Index Mutual Fund NR | — | — | — | $542K | 0.8% | |
| Janus Henderson Enterprise Mutual Fund NR | — | — | — | $537K | 0.8% | |
| Fidelity International Index Mutual Fund NR | — | — | — | $424K | 0.6% | |
| Fidelity Equity-Income Mutual Fund NR | — | — | — | $385K | 0.5% | |
| Fidelity Small Cap Growth Mutual Fund NR | — | — | — | $358K | 0.5% | |
| Fidelity Freedom 2015 Mutual Fund NR | — | — | — | $296K | 0.4% | |
| Fidelity Extended Market Index Mutual Fund NR | — | — | — | $269K | 0.4% | |
| Fidelity Short-Term Bond Mutual Fund NR | — | — | — | $267K | 0.4% | |
| Fidelity Emerging Markets Index Mutual Fund NR | — | — | — | $258K | 0.4% | |
| Fidelity Freedom 2065 Mutual Fund NR | — | — | — | $251K | 0.4% | |
| Vanguard U.S. Growth Mutual Fund NR | — | — | — | $244K | 0.3% | |
| Fidelity Stock Selector Large Cap Value Mutual Fund NR | — | — | — | $233K | 0.3% | |
| MFS Massachusetts Investors Trust Mutual Fund NR | — | — | — | $233K | 0.3% | |
| Fidelity Stock Selector Mid Cap Mutual Fund NR | — | — | — | $201K | 0.3% | |
| iShares Russell 2000 Small Cap Index Mutual Fund NR | — | — | — | $198K | 0.3% | |
| MFS Value Mutual Fund NR | — | — | — | $139K | 0.2% | |
| Fidelity Freedom 2070 Mutual Fund NR 330 * Fidelity Freedom Income Mutual Fund NR | — | — | — | $89K | 0.1% | |
| Fidelity Freedom 2010 Mutual Fund NR | — | — | — | $83K | 0.1% | |
| Vanguard International Growth Mutual Fund NR | — | — | — | $46K | <0.1% |
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