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Original filing (PDF)20250428182526NAL0020215312001
FUNCTION ENGINEERING, INC.
Form 5500-SF
FILING_RECEIVED
FUNCTION ENGINEERING, INC. 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
39
Accounts w/ balance
48
Plan assets (EOY)
$23.4M
Net assets (EOY)
$23.4M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FUNCTION ENGINEERING, INC..
Plan sponsor
Name
FUNCTION ENGINEERING, INC.
EIN
77-0434708
Address
163 EVERETT AVE. · PALO ALTO, CA · 94301
Phone
(650) 833-0665
Industry
All Other Professional 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
2025-04-28
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.