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Original filing (PDF)20250701144206NAL0030849666001
PAPE-DAWSON CONSULTING ENGINEERS, LLC
Form 5500
FILING_RECEIVED
PAPE-DAWSON CONSULTING ENGINEERS, LLC. EMPLOYEE 401K PLAN
401(k) retirement plan
Active participants
1,725
Accounts w/ balance
1,855
Plan assets (EOY)
$188.0M
Net assets (EOY)
$188.0M
How this plan invests
This plan
1 pooled trust
Schedule D
35 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
Helping the score
- Below-peer total fees (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PAPE-DAWSON CONSULTING ENGINEERS, LLC.
Plan sponsor
Name
PAPE-DAWSON CONSULTING ENGINEERS, LLC
EIN
74-1676252
Address
2000 NW LOOP 410 · SAN ANTONIO, TX · 78213
Phone
(210) 375-9000
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-01
Pension benefit codes
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)
2E · Profit-sharing
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RUSSON & JOHNSON 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 | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FROST BANK | 74-6036463 | — | ADVISOR | $117K | — |
Investments
34 direct securities · 1 pooled fund· $188.0M(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
$186.5M
34 holdings
Common Collective Trust
$1.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $28.8M | 15.3% | |
| Fidelity Freedom 2035 Fund Class K6 Mutual Fund | — | — | — | $15.3M | 8.1% | |
| Fidelity Freedom 2055 Fund Class K6 Mutual Fund | — | — | — | $14.6M | 7.8% | |
| Fidelity Freedom 2050 Fund Class K6 Mutual Fund | — | — | — | $14.4M | 7.6% | |
| Fidelity Freedom 2040 Fund Class K6 Mutual Fund | — | — | — | $12.7M | 6.8% | |
| Fidelity Freedom 2045 Fund Class K6 Mutual Fund | — | — | — | $12.4M | 6.6% | |
| Dodge & Cox Balanced Fund Mutual Fund | — | — | — | $9.4M | 5.0% | |
| Fidelity Freedom 2030 Fund Class K6 Mutual Fund | — | — | — | $9.4M | 5.0% | |
| MainStay Winslow Large Cap Growth R2 Mutual Fund | — | — | — | $7.6M | 4.1% | |
| Fidelity Equity-Income Fund Mutual Fund | — | — | — | $7.4M | 3.9% | |
| American Century Small Cap Growth Fund R6 Class Mutual Fund | — | — | — | $7.2M | 3.8% | |
| Fidelity Freedom 2025 Fund Class K6 Mutual Fund | — | — | — | $5.5M | 2.9% | |
| Fidelity Freedom 2060 Fund Class K6 Mutual Fund | — | — | — | $5.4M | 2.8% | |
| Fidelity Freedom 2065 Fund Class K6 Mutual Fund | — | — | — | $4.8M | 2.5% | |
| JPMorgan International Equity Fund Class R6 Mutual Fund | — | — | — | $3.3M | 1.8% | |
| Cambiar Opportunity Fund Class Investor Mutual Fund | — | — | — | $3.2M | 1.7% | |
| Fidelity Freedom 2020 Fund Class K6 Mutual Fund | — | — | — | $3.0M | 1.6% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $3.0M | 1.6% | |
| Fidelity Government Money Market Fund Mutual Fund | — | — | — | $3.0M | 1.6% | |
| MFS Mid Cap Value Fund Class R6 Mutual Fund | — | — | — | $2.5M | 1.3% | |
| JPMorgan Mid Cap Growth Fund R5 Mutual Fund | — | — | — | $2.3M | 1.2% | |
| Baird Short-Term Bond Fund Institutional Fund Mutual Fund | — | — | — | $2.2M | 1.2% | |
| MFS Value Fund Class R6 Mutual Fund | — | — | — | $2.2M | 1.2% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $2.0M | 1.1% | |
| RT METLIFE STABLE VL RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.5M | 0.8% | |
| Aberdeen International Small Cap Fund Mutual Fund | — | — | — | $1.2M | 0.7% | |
| Participant Loans to participants, bearing interest from 3.50% to 9.50% | — | — | — | $1.1M | 0.6% | |
| American Century Small Cap Value Fund R6 Class Mutual Fund | — | — | — | $639K | 0.3% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $523K | 0.3% | |
| Hartford Inflation Plus Fund Class R5 Mutual Fund | — | — | — | $475K | 0.3% | |
| Fidelity Freedom 2010 Fund Class K6 Mutual Fund | — | — | — | $468K | 0.2% | |
| Fidelity Freedom 2015 Fund Class K6 Mutual Fund | — | — | — | $400K | 0.2% | |
| Fidelity Freedom Income Fund Class K6 Mutual Fund | — | — | — | $48K | <0.1% | |
| Fidelity Short-Term Bond Index Fund Mutual Fund | — | — | — | $29K | <0.1% | |
| Fidelity Freedom 2070 Fund Class K6 Mutual Fund | — | — | — | $2K | <0.1% |
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