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Original filing (PDF)20250821114950NAL0004242609001
DBR ENGINEERING CONSULTANTS, INC.
Form 5500
FILING_RECEIVED
DBR ENGINEERING CONSULTANTS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
191
Accounts w/ balance
220
Plan assets (EOY)
$20.4M
Net assets (EOY)
$20.4M
How this plan invests
This plan
23 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DBR ENGINEERING CONSULTANTS, INC..
Plan sponsor
Name
DBR ENGINEERING CONSULTANTS, INC.
EIN
76-0149035
Address
9990 RICHMOND AVENUE, · SOUTH BUILDING, SUITE 300 · HOUSTON, TX · 77042
Phone
(713) 914-0888
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
2025-08-21
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CALVIN MARTIN & COMPANY, P.L.L.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SPRING DELTA ASSET MANAGEMENT LLC | — | NEW YORK, NY | NONE | $57K | — |
Investments
23 direct securities· $20.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JP Morgan Large Cap Growth Fund R6 Mutual Fund | — | — | — | $3.1M | 15.3% | |
| CMFG Life Stable Value Guaranteed Account A23 Insurance Company General Account | — | — | — | $2.6M | 12.7% | |
| JP Morgan Core Bond Ultra R6 Mutual Fund | — | — | — | $1.9M | 9.5% | |
| Vanguard Total Stock Market Index Admiral Mutual Fund | — | — | — | $1.7M | 8.5% | |
| Schwab US Dividend Equity ETF Mutual Fund | — | — | — | $1.7M | 8.4% | |
| ClearBridge Midcap Growth I Mutual Fund | — | — | — | $1.4M | 6.7% | |
| American Funds New Economy Fund R6 Mutual Fund | — | — | — | $980K | 4.8% | |
| Goldman Sachs Mid Cap Value institutional Mutual Fund | — | — | — | $873K | 4.3% | |
| Victory Trivalent International SM-CP R6 Mutual Fund | — | — | — | $688K | 3.4% | |
| Putnam Small Cap Growth R6 Mutual Fund | — | — | — | $666K | 3.3% | |
| Ishares US Oil and Gas Exploration & Production ETF Mutual Fund | — | — | — | $580K | 2.8% | |
| JPMorgan Global Bond Opportunity Fund R6 Mutual Fund | — | — | — | $527K | 2.6% | |
| Janus Henderson Global Life Science Fund I Mutual Fund | — | — | — | $512K | 2.5% | |
| Blackrock Health Science Opportunity Inv A Mutual Fund | — | — | — | $504K | 2.5% | |
| Invesco Developing Markets Y Mutual Fund | — | — | — | $495K | 2.4% | |
| Ishares Core SP Small Cap ETF Mutual Fund | — | — | — | $419K | 2.0% | |
| Fidelity Advisor Materials Fund Class I Mutual Fund | — | — | — | $395K | 1.9% | |
| Pimco International Bond Institutional Mutual Fund | — | — | — | $316K | 1.5% | |
| AM-B Sim High Yield Opportunity Fund R5 Mutual Fund | — | — | — | $253K | 1.2% | |
| Nuveen Real Estate Securities Select Fund R6 Mutual Fund | — | — | — | $245K | 1.2% | |
| SPDR Gold Trust Mutual Fund | — | — | — | $225K | 1.1% | |
| Participant Loans Participant Loans (4.25% -9.5%) | — | — | — | $167K | 0.8% | |
| ARK Innovation ETF Mutual Fund | — | — | — | $115K | 0.6% |
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