Original filing (PDF)20251015090756NAL0008775506001

HILLIS-CARNES ENGINEERING ASSOCIATES, INC. ESOP

Name: HILLIS-CARNES ENGINEERING ASSOCIATES, INC. ESOP — HILLIS-CARNES ENGINEERING ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: HILLIS-CARNES ENGINEERING ASSOCIATES, INC. ESOP

Form 5500

FILING_RECEIVED

HILLIS-CARNES ENGINEERING ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 2

85% in single holdingNo recordkeeper disclosed

Active participants

316

Accounts w/ balance

586

Plan assets (EOY)

$72.0M

Net assets (EOY)

$71.8M

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HILLIS-CARNES ENGINEERING ASSOCIATES, INC. ESOP.

Plan sponsor

Name

HILLIS-CARNES ENGINEERING ASSOCIATES, INC. ESOP

EIN

52-1629263

Address

10975 GUILFORD ROAD · SUITE A · ANNAPOLIS JUNCTION, MD · 20701

Phone

(410) 880-4788

Industry

Engineering Services· 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

2025-10-15

Pension benefit codes

2I · Stock bonus

2P · Leveraged ESOP

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

KBST&M

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 direct securities· $68.7M(95% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Hillis-Carnes Engineering Associates, Inc.	—	—	$850K	$58.6M	81.3%
	Gs Financial Sq Govemm	—	—	—	$10.1M	14.0%

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