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Original filing (PDF)20260204154206NAL0001965667001

ENGINEERING SOLUTIONS, INC.

Form 5500
FILING_RECEIVED
ENGINEERING SOLUTIONS, INC. 401(K)/PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
Late filing · 2.6 moNo recordkeeper disclosed
Active participants
125
Accounts w/ balance
174
Plan assets (EOY)
$58.5M
Net assets (EOY)
$58.5M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs

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

Plan health score (directional)
95
/ 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
90
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
  • Filed 2.6 months past the 10.5-month grace window.
  • No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENGINEERING SOLUTIONS, INC..
Plan sponsor
Name
ENGINEERING SOLUTIONS, INC.
EIN
54-1888410
Address
7030 DORSEY ROAD, SUITE 201 · HANOVER, MD · 21076
Phone
(410) 694-0700
Industry
Custom Computer Programming· 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
2026-02-04
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
GREENSPRING ADVISORS, LL82-5320133INVESTMENT ADVISORY$34K
TPA / Administrator
1
NameEINLocationRelationDirect compIndirect comp
PRINCIPAL LIFE INSURANCE COMPANY42-0127290CONTRACT ADMINISTRATOR$43K

Investments

27 direct securities· $58.5M(100% of reported assets)
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Vanguard Group Vanguard Target Retirement 2040 Inv Fund$7.2M12.3%
Vanguard Group Vanguard Target Retirement 2025 Inv Fund$7.0M12.0%
Vanguard Group Vanguard Target Retirement 2035 Inv Fund$6.6M11.4%
Vanguard Group Vanguard Growth Index Admin Fund$6.3M10.7%
Vanguard Group Vanguard Target Retirement 2045 Inv Fund$5.2M8.9%
Vanguard Group Vanguard 500 Index Admin Fund$5.1M8.8%
Vanguard Group Vanguard Target Retirement 2030 Inv Fund$4.8M8.2%
Vanguard Group Vanguard Target Retirement 2050 Inv Fund$2.4M4.0%
Vanguard Group Vanguard Target Retirement 2020 Inv Fund$1.8M3.1%
Vanguard Group Vanguard Fed Money Market Inv Fund$1.7M2.9%
Vanguard Group Vanguard Target Retirement 2055 Inv Fund$1.5M2.5%
Vanguard Group Vanguard Target Retirement 2070 Inv Fund$1.3M2.3%
Vanguard Group Vanguard Small Cap Index Admin Fund$1.2M2.1%
Vanguard Group Vanguard Mid Cap Index Admin Fund$1.1M2.0%
Vanguard Group Vanguard Target Retirement Income Inv Fund$1.1M1.8%
Dimensional Fund Advisors DFA US Targeted Value I Fund$946K1.6%
Vanguard Group Vanguard Inter-Term Inv-Grade Admin Fund$723K1.2%
Vanguard Group Vanguard Value Index Admin Fund$509K0.9%
Dimensional Fund Advisors DFA Intl Core Equity I Fund$505K0.9%
Vanguard Group Vanguard Target Retirement 2065 Inv Fund$474K0.8%
with Various Maturities -$297K0.5%
Dimensional Fund Advisors DFA Emerging Market Core Equity I Fund$263K0.4%
Vanguard Group Vanguard Short Term Inv-Grade Admin Fund$177K0.3%
Vanguard Group Vanguard Target Retirement 2060 Inv Fund$174K0.3%
Dimensional Fund Advisors DFA Global Real Estate Sec I Fund$104K0.2%
Vanguard Group Vanguard Total Intl Bond Index Admin Fund$50K<0.1%
(E)$50K<0.1%

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