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Original filing (PDF)20251003161603NAL0001605585001
3E COMPANY ENVIRONMENTAL, ECOLOGICAL AND ENGINEERING
Form 5500
FILING_RECEIVED
3E RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
307
Accounts w/ balance
364
Plan assets (EOY)
$31.0M
Net assets (EOY)
$31.0M
How this plan invests
This plan
8 pooled trusts
Schedule D
27 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.
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for 3E COMPANY ENVIRONMENTAL, ECOLOGICAL AND ENGINEERING.
Plan sponsor
Name
3E COMPANY ENVIRONMENTAL, ECOLOGICAL AND ENGINEERING
EIN
81-0551631
Address
3207 GREY HAWK CT, STE 200 · CARLSBAD, CA · 920106664
Phone
(760) 602-8700
Industry
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
2025-10-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SMITH LEONARD PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $19K | — |
Investments
25 direct securities · 8 pooled funds· $32.4M(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
$30.3M
25 holdings
Common Collective Trust
$1.4M
6 holdings
Pooled Separate Account
$667K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock Total Ret Bd Cl 6 Fd | — | — | $0 | $4.4M | 14.1% | |
| Fidelity Mid Cp Index Fund | — | — | $0 | $4.3M | 13.8% | |
| BlackRock MSCI ACWI ex-US In R | — | — | $0 | $4.0M | 12.8% | |
| BlackRock Lfpth Indx 2055 K Fd | — | — | $0 | $3.2M | 10.2% | |
| Fidelity 500 Index Fund | — | — | $0 | $2.9M | 9.5% | |
| BlackRock Lfpth Indx 2050 K Fd | — | — | $0 | $2.4M | 7.6% | |
| Large Cap Value R1 Fund | — | — | $0 | $2.0M | 6.6% | |
| Fidelity Sm Cap Index Fund | — | — | $0 | $1.9M | 6.2% | |
| Fidelity US Bond Index Fund | — | — | $0 | $1.2M | 4.0% | |
| BlackRock Lfpth Idx 2060 K Fd | — | — | $0 | $766K | 2.5% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $631K | 2.0% | |
| Principal Div Real Asset SA-Z | — | — | $0 | $631K | 2.0% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | $0 | $383K | 1.2% | |
| LARGE CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $371K | 1.2% | |
| Neub Berm Sm Cp Growth R6 Fund | — | — | $0 | $371K | 1.2% | |
| SMALL CAP GROWTH R1 FUND | — | — | $0 | $349K | 1.1% | |
| BlackRock Lfpth Indx 2035 K Fd | — | — | $0 | $342K | 1.1% | |
| BlackRock Lfpth Idx 2065 K Fd | — | — | $0 | $266K | 0.9% | |
| BlackRock Lfpth Indx 2045 K Fd | — | — | $0 | $246K | 0.8% | |
| BLACKROCK TOTAL RET BD CL 6 FD GREAT GRAY TRUST COMPANY · EIN 82-2941483 / PN 264 | Common Collective Trust | — | — | $232K | 0.7% | |
| BlackRock Lfpth Indx 2030 K Fd | — | — | $0 | $232K | 0.7% | |
| Prin Blue Chip SA-Z | — | — | $0 | $177K | 0.6% | |
| BlackRock Lfpth Indx 2040 K Fd | — | — | $0 | $171K | 0.6% | |
| BLACKROCK MSCI ACWI EX-US IN R GREAT GRAY TRUST COMPANY · EIN 81-1950980 / PN 013 | Common Collective Trust | — | — | $165K | 0.5% | |
| BlackRock Lfpth Ind Rtrmt K Fd | — | — | $0 | $165K | 0.5% | |
| SMALL CAP GROWTH R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $127K | 0.4% | |
| Self-Directed Brokerage Acct | — | — | $0 | $127K | 0.4% | |
| MID CAP GROWTH R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | $0 | $92K | 0.3% | |
| MFS Intl Diversification R3 Fd | — | — | $0 | $89K | 0.3% | |
| ALLSPRING SPEC SM CP VAL INST | — | — | $0 | $51K | 0.2% | |
| PRINCIPAL DIV REAL ASSET SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 123 | Pooled Separate Account | — | — | $36K | 0.1% | |
| MFS Mid Cap Value R3 Fund | — | — | $0 | $36K | 0.1% | |
| Participant Loans | — | — | $0 | $454 | <0.1% |
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