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Original filing (PDF)20250729120753NAL0003234689001
POWER ENGINEERS, INC.
Form 5500
FILING_RECEIVED
POWER PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Active participants
3,733
Accounts w/ balance
4,416
Plan assets (EOY)
$591.6M
Net assets (EOY)
$591.6M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POWER ENGINEERS, INC..
Plan sponsor
Name
POWER ENGINEERS, INC.
EIN
82-0441340
Address
1032 S. SILVERSTONE WAY #200 · MERIDIAN, ID · 83642
Phone
(208) 788-3456
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
2025-07-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $231K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DAVID W LARSEN DBA LARSEN LAW PLLC | — | MIDDLETON, ID | INVESTMENT ADVISOR | $4K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EIDE BAILLY LLP | 45-0250958 | MILWAUKEE, WI | AUDITOR | $13K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCATON INVESTMENT ADVISORS LLC | 04-3638035 | NORWALK, CT | OTHER | $79K | — |
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $15K | — |
Investments
33 direct securities· $580.3M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD INSTITL INDEX Mutual Fund N/A | — | — | — | $86.7M | 14.6% | |
| Empower Annuity Insurance Company of America Guaranteed investment contract N/A | — | — | — | $47.1M | 8.0% | |
| MFS MASS INV GRO STK R4 Mutual Fund N/A | — | — | — | $32.8M | 5.6% | |
| ALGER CAPITAL INST Mutual Fund N/A | — | — | — | $32.8M | 5.5% | |
| MASSMUTUAL OVERSEAS R5 Mutual Fund N/A | — | — | — | $32.4M | 5.5% | |
| FIDELITY GLOBAL EX US IDX Mutual Fund N/A | — | — | — | $31.9M | 5.4% | |
| PRINCIPAL EQUITY INCOME I Mutual Fund N/A | — | — | — | $29.1M | 4.9% | |
| PIMCO TOTAL RETURN INSTIT Mutual Fund N/A | — | — | — | $26.2M | 4.4% | |
| COL SLGMN COMM & INFO I 2 Mutual Fund N/A | — | — | — | $23.5M | 4.0% | |
| JPMORGAN MID CAP VAL FD L Mutual Fund N/A | — | — | — | $18.4M | 3.1% | |
| STATE STREET TARGET RET 2055 Mutual Fund N/A | — | — | — | $18.0M | 3.0% | |
| FIDELITY MID CAP INDEX Mutual Fund N/A | — | — | — | $15.7M | 2.7% | |
| MASSMUTUAL SEL MID GRO R5 Mutual Fund N/A | — | — | — | $15.3M | 2.6% | |
| STATE STREET TARGET RET 2050 Mutual Fund N/A | — | — | — | $15.2M | 2.6% | |
| STATE STREET TARGET RET 2045 Mutual Fund N/A | — | — | — | $14.6M | 2.5% | |
| STATE STREET TARGET RET 2030 Mutual Fund N/A | — | — | — | $14.4M | 2.4% | |
| STATE STREET TARGET RET 2040 Mutual Fund N/A | — | — | — | $13.9M | 2.3% | |
| STATE STREET TARGET RET 2035 Mutual Fund N/A | — | — | — | $12.7M | 2.1% | |
| STATE STREET TARGET RET 2060 Mutual Fund N/A | — | — | — | $12.6M | 2.1% | |
| JPMORGAN SMALL CAP VALR6 Mutual Fund N/A | — | — | — | $11.3M | 1.9% | |
| CLEARBRIDGE SM CAP GRO I Mutual Fund N/A | — | — | — | $11.1M | 1.9% | |
| PGIM JENNISON HLTH SCI Z Mutual Fund N/A | — | — | — | $9.7M | 1.6% | |
| STATE STREET TARGET RET 2025 Mutual Fund N/A | — | — | — | $9.5M | 1.6% | |
| PIMCO INC FUND INST Mutual Fund N/A | — | — | — | $6.2M | 1.0% | |
| Notes receivable from participants Maturing 2025 - 2039 at interest rates of 5.25% - 10.50% - | — | — | — | $5.9M | 1.0% | |
| FIDELITY U.S. BOND INDEX Mutual Fund N/A | — | — | — | $5.5M | 0.9% | |
| STATE STREET TARGET RET 2020 Mutual Fund N/A | — | — | — | $5.2M | 0.9% | |
| STATE STREET TARGET RET K Mutual Fund N/A | — | — | — | $4.5M | 0.8% | |
| MACQ EMRG MRKT INSTIT Mutual Fund N/A | — | — | — | $4.2M | 0.7% | |
| STATE STREET TARGET RET 2065 Mutual Fund N/A | — | — | — | $4.1M | 0.7% | |
| FID INFL-PROT BOND IDX Mutual Fund N/A | — | — | — | $3.9M | 0.7% | |
| DAVIS FINANCIAL FUND CL Y Mutual Fund N/A | — | — | — | $3.5M | 0.6% | |
| COHEN & STEERS REALTY L Mutual Fund N/A | — | — | — | $2.4M | 0.4% |
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