Original filing (PDF)20251010125151NAL0008183441001

FEHR & PEERS

Name: FEHR & PEERS — FEHR & PEERS 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: FEHR & PEERS

Form 5500

FILING_RECEIVED

FEHR & PEERS 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

385

Accounts w/ balance

472

Plan assets (EOY)

$95.4M

Net assets (EOY)

$95.4M

How this plan invests

This plan

2 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FEHR & PEERS.

Plan sponsor

Name

FEHR & PEERS

EIN

68-0065540

Address

100 PRINGLE AVE STE 630 · WALNUT CREEK, CA · 94596

Phone

(925) 930-7100

Industry

Engineering Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

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

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$10K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
PATRICK BUZARELLOS KENDRICK LLP	—	SACRAMENTO, CA	AUDITOR	$11K	—

Other

Name	EIN	Location	Relation

Investments

2 pooled funds· $9.3M(10% 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.

Investment	Type	Current value	% of plan
LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141	Pooled Separate Account	$6.2M	6.5%
DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697	Pooled Separate Account	$3.1M	3.2%