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Original filing (PDF)20250929170513NAL0027323330001
IDS ENGINEERING GROUP INC.
Form 5500
FILING_RECEIVED
IDS ENGINEERING GROUP INC. 401K PLAN
401(k) retirement plan
Active participants
127
Accounts w/ balance
169
Plan assets (EOY)
$20.6M
Net assets (EOY)
$20.6M
How this plan invests
This plan
30 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 (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IDS ENGINEERING GROUP INC..
Plan sponsor
Name
IDS ENGINEERING GROUP INC.
EIN
76-0091776
Address
13430 NORTHWEST FREEWAY · SUITE 700 · HOUSTON, TX · 77040
Phone
(713) 462-3178
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
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
WEAVER AND TIDWELL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $83 | — |
Investments
30 direct securities· $20.2M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual Fund - | — | — | — | $3.8M | 18.7% | |
| PUTN LG CAP VAL R6 Mutual Fund - | — | — | — | $2.3M | 11.1% | |
| MFS MA INV GR STK R6 Mutual Fund - | — | — | — | $1.9M | 9.3% | |
| FID FDM IDX 2055 IPR Mutual Fund - | — | — | — | $969K | 4.7% | |
| FID FDM IDX 2020 IPR Mutual Fund - 11 * FID FDM IDX 2025 IPR Mutual Fund - | — | — | — | $963K | 4.7% | |
| FID FDM IDX 2040 IPR Mutual Fund - | — | — | — | $934K | 4.5% | |
| BAIRD CORE PLUS INV Mutual Fund - | — | — | — | $910K | 4.4% | |
| FID GOVT MMKT K6 Money Market Fund - | — | — | — | $871K | 4.2% | |
| FID INTL CAP APPR K6 Mutual Fund - | — | — | — | $859K | 4.2% | |
| COL MID CAP INDEX I Mutual Fund - | — | — | — | $634K | 3.1% | |
| MSIF INCEPTION I Mutual Fund - | — | — | — | $612K | 3.0% | |
| BR ADV SC CORE INST Mutual Fund - | — | — | — | $582K | 2.8% | |
| FID FDM IDX 2060 IPR Mutual Fund - | — | — | — | $528K | 2.6% | |
| NVN FLOAT RATE INC I Mutual Fund - | — | — | — | $470K | 2.3% | |
| CLEARBRIDGE SELECT I Mutual Fund - | — | — | — | $445K | 2.2% | |
| BAIRD SH TM BOND INV Mutual Fund - | — | — | — | $420K | 2.0% | |
| FID FDM IDX 2045 IPR Mutual Fund - | — | — | — | $393K | 1.9% | |
| JH DSCPL VAL MDCP I Mutual Fund - | — | — | — | $370K | 1.8% | |
| FID FDM IDX 2065 IPR Mutual Fund - | — | — | — | $351K | 1.7% | |
| FID FDM IDX 2050 IPR Mutual Fund - | — | — | — | $297K | 1.4% | |
| MFS INTL EQUITY R6 Mutual Fund - | — | — | — | $296K | 1.4% | |
| DFA US TARGET VAL I Mutual Fund - | — | — | — | $285K | 1.4% | |
| AF NEW WORLD R5 Mutual Fund - | — | — | — | $227K | 1.1% | |
| FID FDM IDX 2030 IPR Mutual Fund - | — | — | — | $181K | 0.9% | |
| FID FDM IDX 2035 IPR Mutual Fund - | — | — | — | $165K | 0.8% | |
| COL SEL LG CP VAL I2 Mutual Fund - | — | — | — | $160K | 0.8% | |
| FID REAL ESTATE INVS Mutual Fund - | — | — | — | $89K | 0.4% | |
| VANG MATERIAL IDX AD Mutual Fund - | — | — | — | $85K | 0.4% | |
| SPROTT GOLD INV Mutual Fund - | — | — | — | $36K | 0.2% | |
| FID FDM IDX 2015 IPR Mutual Fund - | — | — | — | $14K | <0.1% |
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