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Original filing (PDF)20251010145913NAL0004731091001
SKA CONSULTING ENGINEERS, INC.
Form 5500
FILING_RECEIVED
SKA CONSULTING ENGINEERS, INC. THRIFT SAVINGS PLAN
401(k) retirement plan
Active participants
92
Accounts w/ balance
134
Plan assets (EOY)
$29.5M
Net assets (EOY)
$29.5M
How this plan invests
This plan
29 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SKA CONSULTING ENGINEERS, INC..
Plan sponsor
Name
SKA CONSULTING ENGINEERS, INC.
EIN
56-0898930
Address
7900 TRIAD CENTER DRIVE, SUITE 200 · GREENSBORO, NC · 274099075
Phone
(336) 855-0993
Industry
Engineering Services· 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
2025-10-10
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARR, RIGGS & INGRAM, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS | — | IRVINE, CA | RECORDKEEPER | $4K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STIFEL, NICOLAUS & CO INC | — | ST LOUIS, MO | INVESTMENT ADVISOR | $36K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRINITY PENSION GROUP, LLC | — | JAMESTOWN, NC | CONTRACT ADMINISTRATOR | $11K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARR, RIGGS & INGRAM, LLC | — | GREENSBORO, NC | AUDITOR | $14K | — |
Investments
29 direct securities· $29.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date Mutual fund | — | — | — | $3.8M | 12.9% | |
| American Funds 2040 Target Date ** Retirement Fund Mutual fund | — | — | — | $3.3M | 11.2% | |
| American Funds 2035 Target Date ** Retirement Fund Mutual fund | — | — | — | $3.3M | 11.1% | |
| American Funds Growth Fund of ** America Mutual fund | — | — | — | $2.6M | 8.6% | |
| American Funds Invmt Co of America Mutual fund | — | — | — | $2.3M | 8.0% | |
| Retirement Fund * American Funds 2025 Target Date ** Retirement Fund Mutual fund | — | — | — | $2.0M | 6.8% | |
| American Funds 2045 Target Date ** Retirement Fund Mutual fund | — | — | — | $1.6M | 5.5% | |
| American Funds New Perspective ** Fund Mutual fund | — | — | — | $1.4M | 4.7% | |
| American Funds 2020 Target Date ** Retirement Fund Mutual fund | — | — | — | $1.2M | 4.0% | |
| American Funds Income Fund of ** America Mutual fund | — | — | — | $957K | 3.2% | |
| American Funds 2015 Target Date ** Retirement Fund Mutual fund | — | — | — | $935K | 3.2% | |
| American Funds 2055 Target Date ** Retirement Fund Mutual fund | — | — | — | $913K | 3.1% | |
| American Funds Capital World ** Growth and Income Fund Mutual fund | — | — | — | $768K | 2.6% | |
| American Funds Fundamental ** Investor Fund Mutual fund | — | — | — | $711K | 2.4% | |
| American Funds SMALLCAP World ** Fund Mutual fund | — | — | — | $703K | 2.4% | |
| American Funds 2050 Target Date ** Retirement Fund Mutual fund | — | — | — | $592K | 2.0% | |
| American Funds AMCAP Fund Mutual fund | — | — | — | $587K | 2.0% | |
| American Funds US Government ** Money Market Money market fund | — | — | — | $512K | 1.7% | |
| American Funds 2060 Target Date ** Retirement Fund Mutual fund | — | — | — | $373K | 1.3% | |
| Franklin Total Return Fund Mutual fund | — | — | — | $237K | 0.8% | |
| Lord Abbett Short Duration Income ** Fund A Mutual fund | — | — | — | $226K | 0.8% | |
| American Funds 2010 Target Date ** Retirement Fund Mutual fund | — | — | — | $131K | 0.4% | |
| Columbia Mid Cap Index A Mutual fund | — | — | — | $110K | 0.4% | |
| American Funds 2065 Target Date ** Retirement Fund Mutual fund | — | — | — | $108K | 0.4% | |
| MFS Global Real Estate Mutual fund | — | — | — | $65K | 0.2% | |
| American Funds US Government ** Securities Fund Mutual fund | — | — | — | $47K | 0.2% | |
| PIMCO Commodity Real Return ** Strategic Fund Mutual fund | — | — | — | $41K | 0.1% | |
| American Funds New World Fund Mutual fund | — | — | — | $9K | <0.1% | |
| Columbia Small Cap Index A Mutual fund | — | — | — | $5K | <0.1% |