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Original filing (PDF)20251008160608NAL0006109329001
TRENDSETTER ENGINEERING, INC.
Form 5500
FILING_RECEIVED
TRENDSETTER ENGINEERING, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
312
Accounts w/ balance
341
Plan assets (EOY)
$29.6M
Net assets (EOY)
$29.6M
How this plan invests
This plan
9 pooled trusts
Schedule D
23 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 TRENDSETTER ENGINEERING, INC..
Plan sponsor
Name
TRENDSETTER ENGINEERING, INC.
EIN
76-0513436
Address
10430 RODGERS ROAD · HOUSTON, TX · 77070
Phone
(281) 465-8858
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
2025-10-08
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CROWE 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 | $60K | — |
Investments
15 direct securities · 9 pooled funds· $29.6M(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
$17.0M
15 holdings
Common Collective Trust
$12.7M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Brokerage Link Self-Directed Brokerage Account | — | — | — | $4.3M | 14.5% | |
| Fidelity Large Cap Growth Index Mutual Fund | — | — | — | $3.0M | 10.0% | |
| GG BR LIFEPATH 2045 GREAT GRAY TRUST COMPANY · EIN 26-3770058 / PN 150 | Common Collective Trust | — | — | $2.9M | 9.9% | |
| GG BR LIFEPATH 2050 GREAT GRAY TRUST COMPANY · EIN 26-3763061 / PN 149 | Common Collective Trust | — | — | $2.4M | 8.2% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $2.1M | 7.0% | |
| GG BR LIFEPATH RET GREAT GRAY TRUST COMPANY · EIN 26-3773846 / PN 157 | Common Collective Trust | — | — | $2.0M | 6.8% | |
| GG BR LIFEPATH 2040 GREAT GRAY TRUST COMPANY · EIN 26-3770208 / PN 151 | Common Collective Trust | — | — | $1.6M | 5.3% | |
| GG BR LIFEPATH 2055 GREAT GRAY TRUST COMPANY · EIN 46-3302432 / PN 178 | Common Collective Trust | — | — | $1.6M | 5.3% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $1.3M | 4.5% | |
| GG BR LIFEPATH 2035 GREAT GRAY TRUST COMPANY · EIN 26-3770263 / PN 152 | Common Collective Trust | — | — | $1.3M | 4.3% | |
| Identity of Issue, Borrower, Description of (d) Current Interest Lessor, or Similar Party Investment Cost Value * Fidelity Government Money Market K6 Money Market Fund | — | — | — | $1.0M | 3.5% | |
| Fidelity International Index Mutual Fund | — | — | — | $982K | 3.3% | |
| Fidelity Large Cap Value Index Mutual Fund | — | — | — | $785K | 2.7% | |
| Fidelity Total Market Index Mutual Fund | — | — | — | $635K | 2.1% | |
| 4.25% - 9.50% | — | — | — | $632K | 2.1% | |
| Fidelity Small Cap Growth Index Mutual Fund | — | — | — | $555K | 1.9% | |
| Fidelity Mid Cap Growth Index Mutual Fund | — | — | — | $522K | 1.8% | |
| GG BR LIFEPATH 2060 GREAT GRAY TRUST COMPANY · EIN 47-2700166 / PN 158 | Common Collective Trust | — | — | $465K | 1.6% | |
| Fidelity Mid Cap Value Index Mutual Fund | — | — | — | $445K | 1.5% | |
| GG BR LIFEPATH 2030 GREAT GRAY TRUST COMPANY · EIN 26-3770302 / PN 153 | Common Collective Trust | — | — | $415K | 1.4% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $398K | 1.3% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $255K | 0.9% | |
| Fidelity Small Cap Value Index Mutual Fund | — | — | — | $58K | 0.2% | |
| GG BR LIFEPATH 2025 GREAT GRAY TRUST COMPANY · EIN 26-3773730 / PN 154 | Common Collective Trust | — | — | $0 | <0.1% |
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