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Original filing (PDF)20251015134613NAL0009544082001
BUNNELL-LAMMONS ENGINEERING, INC.
Form 5500
FILING_RECEIVED
BUNNELL-LAMMONS ENGINEERING 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
162
Accounts w/ balance
131
Plan assets (EOY)
$8.4M
Net assets (EOY)
$8.4M
How this plan invests
This plan
12 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (35 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BUNNELL-LAMMONS ENGINEERING, INC..
Plan sponsor
Name
BUNNELL-LAMMONS ENGINEERING, INC.
EIN
57-1056336
Address
6004 PONDERS COURT · GREENVILLE, SC · 29615
Phone
(864) 288-1265
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ELLIOTT DAVIS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $24K | — |
| ONE DIGITAL INVESTMENT ADVISORS | — | OVERLAND PARK, KS | NONE | $6K | — |
Investments
18 direct securities · 12 pooled funds· $8.1M(96% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Common Collective Trust
$6.0M
12 holdings
Uncategorized
$2.1M
18 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE · EIN 37-6495447 / PN 381 | Common Collective Trust | — | — | $1.1M | 12.8% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE · EIN 32-6199848 / PN 393 | Common Collective Trust | — | — | $1.0M | 11.9% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE · EIN 35-6941728 / PN 399 | Common Collective Trust | — | — | $949K | 11.3% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE · EIN 36-7594871 / PN 378 | Common Collective Trust | — | — | $825K | 9.8% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $776K | 9.2% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE · EIN 36-7595013 / PN 387 | Common Collective Trust | — | — | $677K | 8.0% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE · EIN 38-7010946 / PN 384 | Common Collective Trust | — | — | $651K | 7.7% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE · EIN 35-6941729 / PN 390 | Common Collective Trust | — | — | $440K | 5.2% | |
| American Century Growth R6 American Century 0 | — | — | — | $419K | 5.0% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE · EIN 47-1088316 / PN 363 | Common Collective Trust | — | — | $281K | 3.3% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE · EIN 30-6303214 / PN 396 | Common Collective Trust | — | — | $129K | 1.5% | |
| Macquarie Mid Cap Growth R6 Macquarie 0 | — | — | — | $128K | 1.5% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $123K | 1.5% | |
| (CL) Invesco Discovery R6 Invesco 0 | — | — | — | $112K | 1.3% | |
| American Funds American Balanced R6 American Funds 0 | — | — | — | $87K | 1.0% | |
| MFS Mid Cap Value R6 MFS 0 | — | — | — | $81K | 1.0% | |
| Fidelity Small Cap Index Fidelity 0 | — | — | — | $75K | 0.9% | |
| Fidelity International Index Fidelity 0 | — | — | — | $58K | 0.7% | |
| Federated Hermes Govt Obl PRM Federated 0 | — | — | — | $53K | 0.6% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $50K | 0.6% | |
| Fidelity Advisor Total Bond Z Fidelity 0 Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $34K | 0.4% | |
| Cohen & Steers Real Estate Secs Z Cohen & Steers 0 | — | — | — | $22K | 0.3% | |
| BlackRock Inflation Protected Bond K BlackRock 0 | — | — | — | $16K | 0.2% | |
| Goldman Sachs Em Mkts Eq Insights R6 Goldman Sachs 0 | — | — | — | $10K | 0.1% | |
| DFA U.S. Targeted Value Portfolio I DFA 0 | — | — | — | $9K | 0.1% | |
| Lord Abbett High Yield R6 Lord Abbett 0 | — | — | — | $8K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE · EIN 61-6434302 / PN 369 | Common Collective Trust | — | — | $7K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE · EIN 85-1763138 / PN 316 | Common Collective Trust | — | — | $3K | <0.1% | |
| American Funds US Government Sec R6 American Funds 0 | — | — | — | $1K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE · EIN 32-6199795 / PN 372 | Common Collective Trust | — | — | $493 | <0.1% |
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