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Original filing (PDF)20251009163826NAL0007319025001
LJA ENGINEERING, INC.
Form 5500
FILING_RECEIVED
LJA ENGINEERING, INC. 401(K) PLAN
401(k) retirement plan
Active participants
2,318
Accounts w/ balance
2,583
Plan assets (EOY)
$121.4M
Net assets (EOY)
$121.4M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 15 bps in Schedule C fees — 54% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LJA ENGINEERING, INC..
Plan sponsor
Name
LJA ENGINEERING, INC.
EIN
76-0540328
Address
3600 W SAM HOUSTON PKWY S · HOUSTON, TX · 77042
Phone
(713) 953-5200
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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | 04-2647786 | — | RECORDKEEPER | $116K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS | 04-2654524 | — | ADVISOR | $27K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE RIDGE ESOP ASSOCIATES | 13-4238973 | — | THIRD PARTY ADMIN | $43K | — |
Investments
25 direct securities · 1 pooled fund· $117.4M(97% 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
$99.9M
24 holdings
Mutual Funds
$13.5M
1 holding
Common Collective Trust
$3.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity 500 Index Fund 66,258 shares | Mutual Funds | — | $66K | $13.5M | 11.1% | |
| Fidelity Freedom Index 2040 Fund Institutional Premium Class 475,258 shares | — | — | $475K | $11.7M | 9.6% | |
| JPMorgan Large Cap Growth Fund Class R6 110,907 shares | — | — | $111K | $9.3M | 7.7% | |
| Fidelity Freedom Index 2035 Fund Institutional Premium Class 388,811 shares | — | — | $389K | $9.1M | 7.5% | |
| Fidelity Freedom Index 2055 Fund Institutional Premium Class 341,953 shares | — | — | $342K | $7.3M | 6.0% | |
| Fidelity Freedom Index 2050 Fund Institutional Premium Class 276,563 shares | — | — | $277K | $7.2M | 5.9% | |
| Fidelity Freedom Index 2030 Fund Institutional Premium Class 351,771 shares | — | — | $352K | $7.1M | 5.8% | |
| Fidelity Freedom Index 2045 Fund Institutional Premium Class 273,214 shares | — | — | $273K | $7.1M | 5.8% | |
| Fidelity Freedom Index 2025 Fund Institutional Premium Class 335,219 shares | — | — | $335K | $6.2M | 5.1% | |
| Fidelity Freedom Index 2060 Fund Institutional Premium Class 332,420 shares | — | — | $332K | $6.0M | 5.0% | |
| Fidelity International Index Fund 89,765 shares | — | — | $90K | $4.3M | 3.5% | |
| PUTNAM LARGE CAP VALUE TRUST PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 82-3639536 / PN 275 | Common Collective Trust | — | $182K | $3.9M | 3.2% | |
| Fidelity Mid Cap Index Fund 104,933 shares | — | — | $105K | $3.5M | 2.9% | |
| Allspring Core Plus Bond Fund Class R6 318,863 shares | — | — | $319K | $3.5M | 2.9% | |
| Money Market Fund * Fidelity Government Money Market Fund Class K6 3,413,688 shares | — | — | $3.4M | $3.4M | 2.8% | |
| Fidelity Small Cap Index Fund 122,904 shares | — | — | $123K | $3.4M | 2.8% | |
| Fidelity Freedom Index 2065 Fund Institutional Premium Class 155,779 shares | — | — | $156K | $2.3M | 1.9% | |
| PIMCO Income Fund Institutional Class 176,771 shares | — | — | $177K | $1.9M | 1.5% | |
| Fidelity Freedom Index 2020 Fund Institutional Premium Class 116,467 shares | — | — | $116K | $1.8M | 1.5% | |
| Avantis Emerging Markets Equity Fund Institutional Class 156,553 shares | — | — | $157K | $1.8M | 1.5% | |
| T. Rowe Price Global Stock Fund I Class 25,096 shares | — | — | $25K | $1.6M | 1.3% | |
| BlackRock Balanced Fund Class K 43,608 shares | — | — | $44K | $1.1M | 0.9% | |
| Fidelity Freedom Index 2015 Fund Institutional Premium Class 19,162 shares | — | — | $19K | $273K | 0.2% | |
| Fidelity Freedom Index Income Fund Institutional Premium Class 1,203 shares | — | — | $1K | $14K | <0.1% | |
| Fidelity Freedom Index 2010 Fund Institutional Premium Class 1,070 shares | — | — | $1K | $14K | <0.1% | |
| Fidelity Freedom Index 2070 Fund Institutional Premium Class 342 shares | — | — | — | $4K | <0.1% |
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