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Original filing (PDF)20251009163321NAL0011891472001
LJA ENGINEERING, INC.
Form 5500
FILING_RECEIVED
LJA ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
90% in single holding90% employer stockNo recordkeeper disclosed
Active participants
2,470
Accounts w/ balance
2,824
Plan assets (EOY)
$493.5M
Net assets (EOY)
$437.4M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
50
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "LJA Engineering, Inc. 538,858 common stock shares" is 90% of plan.
- 90% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (4 bps vs 10 bps peer median).
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,SUITE 600 · HOUSTON, TX · 77042
Phone
(713) 953-5200
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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB BANK | 42-1558009 | — | NONE | $155K | — |
| TRANSITIONS FINANCE STRATEGIES | 13-4238973 | — | NA | $48K | — |
Investments
22 direct securities· $472.2M(96% of reported assets)
Common Stocks
$439.4M
1 holding
Uncategorized
$31.4M
20 holdings
Mutual Funds
$1.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| * LJA Engineering, Inc. 538,858 common stock shares | Common Stocks | — | $559.3M | $439.4M | 89.0% | |
| Pimco Total Return Fund Instl Class - PTTRX | — | — | $6.0M | $5.9M | 1.2% | |
| Doubleline Total Returnbd FD CL I - DBLTX | — | — | $4.8M | $4.6M | 0.9% | |
| Vanguard Total World Stock | — | — | $2.5M | $2.8M | 0.6% | |
| DoubleLine Income Fund | — | — | $2.9M | $2.8M | 0.6% | |
| Artisan Partners High Income Fund | Mutual Funds | — | $1.4M | $1.5M | 0.3% | |
| AQR Funds Large Cap Multi-Style Fund | — | — | $1.5M | $1.4M | 0.3% | |
| AQR Funds International Multi-Style Fund | — | — | $1.3M | $1.2M | 0.2% | |
| Artisan Partners International Value Fund | — | — | $1.2M | $1.2M | 0.2% | |
| AQR Intl Defensive Style - ANDIX | — | — | $1.2M | $1.2M | 0.2% | |
| Pimco StockPLUS Absolute Return Fund | — | — | $1.1M | $1.2M | 0.2% | |
| Pimco StockPLUS Small International Fund | — | — | $1.2M | $1.1M | 0.2% | |
| Avantis Investors US Large Cap Value | — | — | $946K | $1.1M | 0.2% | |
| Strategy SH NWFD: ROMO | — | — | $715K | $823K | 0.2% | |
| Strategy Shares ReSolve Robust Momentum | — | — | $715K | $823K | 0.2% | |
| Pimco StockPLUS Small Fund | — | — | $772K | $776K | 0.2% | |
| Money Market Fund * Charles Schwab Bank Schwab Advisor Cash Reserves Fund | — | — | $775K | $775K | 0.2% | |
| Pimco TRENDS Managed Futures Strategy Fund | — | — | $841K | $763K | 0.2% | |
| GMO Benchmark Free Allocation Fund | — | — | $770K | $752K | 0.2% | |
| Alphasimplez Mgd Fut: ASFYX | — | — | $828K | $712K | 0.1% | |
| Virtus Managed Futures Fund | — | — | $828K | $712K | 0.1% | |
| Unit Investment Trusts Avantis Investors Emerging Markets Equity | — | — | $716K | $689K | 0.1% |
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