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Original filing (PDF)20251002051743NAL0000158496001
DC ENGINEERING, INC.
Form 5500
FILING_RECEIVED
DC ENGINEERING 401(K) PLAN
401(k) retirement plan
Active participants
194
Accounts w/ balance
202
Plan assets (EOY)
$13.5M
Net assets (EOY)
$13.5M
How this plan invests
This plan
1 pooled trust
Schedule D
31 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 DC ENGINEERING, INC..
Plan sponsor
Name
DC ENGINEERING, INC.
EIN
82-0507522
Address
440 E. CORPORATE DRIVE, · SUITE 103 · MERIDIAN, ID · 83642
Phone
(208) 493-0023
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
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $14K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS PC | 43-1947695 | — | ACCOUNTANT | $16K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALTON & ASSOCIATES, INC. | 59-2845944 | — | INVESTMENT/FINANCIAL ADVI | $16K | — |
Investments
30 direct securities · 1 pooled fund· $13.4M(99% 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.
Registered Investment Companies
$13.3M
29 holdings
Common Collective Trust
$66K
1 holding
OTHER
$38K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $3.3M | 24.1% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $1.4M | 10.4% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $1.4M | 10.3% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $1.2M | 8.7% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $1.1M | 7.9% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $1.0M | 7.4% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $632K | 4.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $604K | 4.5% | |
| PARNASSUS CORE EQUITY INST | Registered Investment Companies | — | — | $454K | 3.4% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $396K | 2.9% | |
| VIRTUS KAR MID CAP CORE R6 | Registered Investment Companies | — | — | $391K | 2.9% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $309K | 2.3% | |
| MFS INTERNATIONAL EQUITY R6 | Registered Investment Companies | — | — | $214K | 1.6% | |
| JOHN HANCOCK DISC VALUE MC R6 | Registered Investment Companies | — | — | $153K | 1.1% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $149K | 1.1% | |
| VANGUARD ENERGY INDEX FUND ADM | Registered Investment Companies | — | — | $144K | 1.1% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $107K | 0.8% | |
| DODGE & COX GLOBAL BOND X | Registered Investment Companies | — | — | $77K | 0.6% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $66K | 0.5% | |
| FIRST EAGLE GOLD R6 | Registered Investment Companies | — | — | $58K | 0.4% | |
| GS GQG PTNRS INTL OPP R6 | Registered Investment Companies | — | — | $56K | 0.4% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $43K | 0.3% | |
| INVESTMENTS GREAT WEST GUARANTEED PORT | OTHER | — | — | $38K | 0.3% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $33K | 0.2% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $33K | 0.2% | |
| MANNING & NAPIER HI YIELD BD Z | Registered Investment Companies | — | — | $32K | 0.2% | |
| VAN ECK CM COMMODITY INDEX I | Registered Investment Companies | — | — | $22K | 0.2% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $18K | 0.1% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $8K | <0.1% | |
| DFA INTL SMALL CAP GR INST | Registered Investment Companies | — | — | $5K | <0.1% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $2K | <0.1% |