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Original filing (PDF)20251015182126NAL0002863891001
CONSOR ENGINEERS, LLC
Form 5500
FILING_RECEIVED
CONSOR ENGINEERS 401(K) PLAN
401(k) retirement plan
Active participants
1,712
Accounts w/ balance
2,099
Plan assets (EOY)
$222.7M
Net assets (EOY)
$222.7M
How this plan invests
This plan
16 pooled trusts
Schedule D
27 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 CONSOR ENGINEERS, LLC.
Plan sponsor
Name
CONSOR ENGINEERS, LLC
EIN
59-3221706
Address
6505 WATERFORD DISTRICT · SUITE 470 · MIAMI, FL · 33126
Phone
(720) 506-5285
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
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
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2U · Association Retirement Plan
Audit & trust (Schedule H)
Auditor
ALDRICH CPA'S AND ADVISORS 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 | $133K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $83K | — |
Investments
23 direct securities · 16 pooled funds· $344.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$199.6M
23 holdings
Common Collective Trust
$144.9M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund - $ | — | — | — | $42.2M | 19.0% | |
| SS TRGT RET 2035 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 435 | Common Collective Trust | — | — | $18.8M | 8.4% | |
| State Street State Street Target Retirement 2035 - | — | — | — | $18.8M | 8.4% | |
| State Street State Street Target Retirement 2030 - | — | — | — | $17.6M | 7.9% | |
| SS TRGT RET 2030 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 434 | Common Collective Trust | — | — | $17.6M | 7.9% | |
| State Street State Street Target Retirement 2040 - | — | — | — | $16.0M | 7.2% | |
| SS TRGT RET 2040 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 436 | Common Collective Trust | — | — | $16.0M | 7.2% | |
| State Street State Street Target Retirement 2045 - | — | — | — | $15.3M | 6.9% | |
| SS TRGT RET 2045 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 437 | Common Collective Trust | — | — | $15.3M | 6.9% | |
| State Street State Street Target Retirement 2055 - | — | — | — | $13.0M | 5.8% | |
| SS TRGT RET 2055 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 439 | Common Collective Trust | — | — | $13.0M | 5.8% | |
| AB US LG CP GR CIT L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $12.5M | 5.6% | |
| State Street State Street Target Retirement 2050 - | — | — | — | $12.4M | 5.5% | |
| SS TRGT RET 2050 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 438 | Common Collective Trust | — | — | $12.4M | 5.5% | |
| State Street State Street Target Retirement 2025 - | — | — | — | $10.9M | 4.9% | |
| SS TRGT RET 2025 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 433 | Common Collective Trust | — | — | $10.9M | 4.9% | |
| State Street State Street Target Retirement 2060 - | — | — | — | $8.2M | 3.7% | |
| SS TRGT RET 2060 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 424 | Common Collective Trust | — | — | $8.2M | 3.7% | |
| Fidelity Brokerage Link Account - | — | — | — | $5.8M | 2.6% | |
| Columbia Dividend Income I - | — | — | — | $4.9M | 2.2% | |
| Fidelity Small Cap Growth K6 - | — | — | — | $4.8M | 2.2% | |
| MFS MID CP GROWTH 2W GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $4.8M | 2.1% | |
| Fidelity Extended Market Index - | — | — | — | $4.5M | 2.0% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $4.0M | 1.8% | |
| Allspring Special Mid Cap Value - | — | — | — | $3.2M | 1.4% | |
| AS SPEC MD CP VAL MD SEI TRUST COMPANY · EIN 84-6615098 / PN 001 | Common Collective Trust | — | — | $3.2M | 1.4% | |
| State Street State Street Target Retirement 2020 - | — | — | — | $2.9M | 1.3% | |
| SS TRGT RET 2020 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 432 | Common Collective Trust | — | — | $2.9M | 1.3% | |
| Capital Group American Funds Europacific Growth R6 - | — | — | — | $2.9M | 1.3% | |
| Fidelity U.S. Bond Index Fund - | — | — | — | $2.8M | 1.3% | |
| State Street State Street Target Retirement 2065 - | — | — | — | $2.7M | 1.2% | |
| SS TRGT RET 2065 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 044 | Common Collective Trust | — | — | $2.7M | 1.2% | |
| ranging from February 2025 to February 2048. - | — | — | — | $2.6M | 1.2% | |
| Fidelity Total International Index - | — | — | — | $2.5M | 1.1% | |
| Fidelity Small Cap Value Fund - | — | — | — | $2.3M | 1.0% | |
| Fidelity Government Money Market Fund Class K6 - | — | — | — | $2.3M | 1.0% | |
| PGIM TOT RET BOND LP GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $1.8M | 0.8% | |
| State Street State Street Target Retirement Income Fund - | — | — | — | $1.1M | 0.5% | |
| SS TRGT RET INC M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 440 | Common Collective Trust | — | — | $1.1M | 0.5% |