Back to filter
Original filing (PDF)20251003144127NAL0000917283001
K&A ENGINEERING CONSULTING, P.C.
Form 5500
FILING_RECEIVED
K&A ENGINEERING CONSULTING 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
229
Accounts w/ balance
246
Plan assets (EOY)
$9.8M
Net assets (EOY)
$9.8M
How this plan invests
This plan
35 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 (7 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for K&A ENGINEERING CONSULTING, P.C..
Plan sponsor
Name
K&A ENGINEERING CONSULTING, P.C.
EIN
81-4208138
Address
445 HAMILTON AVENUE · SUITE 406 · WHITE PLAINS, NY · 10601
Phone
(607) 434-0752
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
2025-10-03
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BST & CO. CPAS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $7K | — |
Investments
35 direct securities· $9.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $999K | 10.2% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $991K | 10.1% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $955K | 9.7% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $709K | 7.2% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $659K | 6.7% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $637K | 6.5% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $628K | 6.4% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $548K | 5.6% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $544K | 5.5% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $534K | 5.4% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $324K | 3.3% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $310K | 3.1% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $263K | 2.7% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $208K | 2.1% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $150K | 1.5% | |
| Vanguard Dividend Apprec Index Adm Vanguard 0 | — | — | — | $150K | 1.5% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $137K | 1.4% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $136K | 1.4% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $128K | 1.3% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $125K | 1.3% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $109K | 1.1% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $79K | 0.8% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $75K | 0.8% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $62K | 0.6% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $62K | 0.6% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $60K | 0.6% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $54K | 0.6% | |
| Vanguard Extended Market Index Adm Vanguard 0 | — | — | — | $46K | 0.5% | |
| Vanguard Short-Term Invest Grade Adm Vanguard 0 | — | — | — | $43K | 0.4% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $38K | 0.4% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $37K | 0.4% | |
| Vanguard Short-Term Treasury Adm Vanguard 0 | — | — | — | $23K | 0.2% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $11K | 0.1% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $3K | <0.1% | |
| Vanguard S-T Infl-Prot Sec Idx Adm Vanguard 0 | — | — | — | $2K | <0.1% |
Related plans
Other plans using THE VANGUARD GROUP, INC.
GOOGLE LLC
GOOGLE LLC 401(K) SAVINGS PLAN
$48.7B · 114,321 participants
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
KAISER FOUNDATION HEALTH PLAN, INC.
KAISER PERMANENTE 401(K) RETIREMENT PLAN
$22.5B · 155,687 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM 401(K) SAVINGS PLAN
$19.0B · 67,476 participants
KAISER FOUNDATION HEALTH PLAN, INC.
KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN
$13.8B · 80,148 participants
Similar-size Engineering Services plans
NOBIS ENGINEERING, INC.
NOBIS ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$9.8M · 59 participants
COMPLIANCE ENVIROSYSTEMS, L.L.C.
COMPLIANCE ENVIROSYSTEMS 401(K) PLAN
$9.8M · 132 participants
AERMOR, LLC
AERMOR 401(K) PLAN 002
$9.8M · 234 participants
GESYSTEMS CORPORATION
GESYSTEMS CORPORATION 401(K) PROFIT SHARING PLAN
$9.8M · 48 participants
SIPA NORTH AMERICA, INC
PLASTIC TECHNOLOGIES, INC. 401(K) PLAN
$9.8M · 54 participants
CARTER & SLOOPE, INC.
RETIREMENT SAVINGS PLAN FOR THE EMPLOYEES OF CARTER AND SLOOPE, INC.
$9.8M · 67 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B