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Original filing (PDF)20251014101622NAL0001221011001
M-E ENGINEERS, INC
Form 5500
FILING_RECEIVED
M-E ENGINEERS, INC. 401K PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
261
Accounts w/ balance
318
Plan assets (EOY)
$56.9M
Net assets (EOY)
$56.9M
How this plan invests
This plan
47 pooled trusts
Schedule D
49 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 M-E ENGINEERS, INC.
Plan sponsor
Name
M-E ENGINEERS, INC
EIN
84-0853581
Address
14143 DENVER WEST PKWY, SUITE 300 · GOLDEN, CO · 80401
Phone
(303) 421-6655
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Name
PENTEGRA SERVICES, INC.
EIN
13-3745616
City
WHITE PLAINS, NY
Phone
(844) 367-2848
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HIRATSUKA & ASSOCIATES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | RECORDKEEPER | $15K | — |
| JOHN HANCOCK LIFE INS CO USA | 01-0233346 | — | RECORDKEEPER | $332 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | — | ST. LOUIS, MO | INVESTMENT ADVISOR | $62K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA RETIREMENT SERVICES | — | CHARLOTTE, NC | PLAN ADMINISTRATOR | $19K | — |
Investments
49 direct securities · 47 pooled funds· $56.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$56.9M
49 holdings
Pooled Separate Account
$0
47 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| similar party Investment Value Vanguard LifeStrategy Growth Inv Mutual Fund | — | — | — | $4.7M | 8.3% | |
| Vanguard Growth Index Adm Mutual Fund | — | — | — | $4.4M | 7.8% | |
| Vanguard 500 Index Adm Mutual Fund | — | — | — | $4.4M | 7.7% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $4.3M | 7.6% | |
| Vanguard Total World Stock Index Adm Mutual Fund | — | — | — | $4.2M | 7.5% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $4.2M | 7.4% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $4.0M | 7.1% | |
| Vanguard LifeStrategy Moderate Gr Inv Mutual Fund | — | — | — | $3.3M | 5.8% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $2.4M | 4.3% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $2.2M | 3.8% | |
| Vanguard High Dividend Yield Index Adm Mutual Fund | — | — | — | $2.1M | 3.7% | |
| APEX Guaranteed Fixed Interest Fund Y Guaranteed Income | — | — | — | $2.0M | 3.5% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $1.4M | 2.5% | |
| American Funds Fundamental Inv R6 Mutual Fund | — | — | — | $1.3M | 2.4% | |
| Vanguard Mid Cap Index Adm Mutual Fund | — | — | — | $1.0M | 1.8% | |
| Vanguard Federal Money Market Inv Mutual Fund | — | — | — | $900K | 1.6% | |
| Vanguard Total Stock Market Index Adm Mutual Fund | — | — | — | $845K | 1.5% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $821K | 1.4% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | — | — | — | $773K | 1.4% | |
| Vanguard Mid-Cap Value Index Adm Mutual Fund | — | — | — | $727K | 1.3% | |
| Fidelity Advisor Total Bond Z Mutual Fund | — | — | — | $724K | 1.3% | |
| Vanguard LifeStrategy Consv Growth Inv Mutual Fund | — | — | — | $641K | 1.1% | |
| Vanguard Mid-Cap Growth Inv Mutual Fund | — | — | — | $541K | 1.0% | |
| T. Rowe Price New Era I Mutual Fund | — | — | — | $448K | 0.8% | |
| DFA U.S. Targeted Value Portfolio I Mutual Fund | — | — | — | $422K | 0.7% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | — | — | — | $405K | 0.7% | |
| Vanguard Explorer Adm Mutual Fund | — | — | — | $300K | 0.5% | |
| Vanguard Small-Cap Index Adm Mutual Fund | — | — | — | $260K | 0.5% | |
| Vanguard International Growth Adm Mutual Fund | — | — | — | $258K | 0.5% | |
| Vanguard Small-Cap Value Index Adm Mutual Fund | — | — | — | $257K | 0.5% | |
| Vanguard LifeStrategy Income Inv Mutual Fund | — | — | — | $250K | 0.4% | |
| Invesco Developing Markets R6 Mutual Fund | — | — | — | $239K | 0.4% | |
| Loans to Participants 5.25% - 10.50% | — | — | — | $212K | 0.4% | |
| Vanguard Total Bond Market Index Adm Mutual Fund | — | — | — | $192K | 0.3% | |
| PIMCO Real Return Instl Mutual Fund | — | — | — | $183K | 0.3% | |
| Vanguard Target Retirement Income Fund Mutual Fund | — | — | — | $179K | 0.3% | |
| Impax Sustainable Allocation Instl Mutual Fund | — | — | — | $151K | 0.3% | |
| American Funds New World R6 Mutual Fund | — | — | — | $147K | 0.3% | |
| BlackRock Global Allocation K Mutual Fund | — | — | — | $141K | 0.2% | |
| Invesco Real Estate R6 Mutual Fund | — | — | — | $140K | 0.2% | |
| Templeton Global Bond R6 Mutual Fund | — | — | — | $109K | 0.2% | |
| DFA International Value Portfolio I Mutual Fund | — | — | — | $101K | 0.2% | |
| Vanguard Total Intl Bond Index Adm Mutual Fund | — | — | — | $97K | 0.2% | |
| Vanguard Total Intl Stock Index Adm Mutual Fund | — | — | — | $85K | 0.1% | |
| DFA U.S. Small Cap Portfolio I Mutual Fund | — | — | — | $77K | 0.1% | |
| similar party Investment Value American Funds Capital Inc Bldr R6 Mutual Fund | — | — | — | $39K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund | — | — | — | $18K | <0.1% | |
| Vanguard STAR Inv Mutual Fund | — | — | — | $2K | <0.1% | |
| Domini Impact Intl Equity Instl Mutual Fund | — | — | — | $1K | <0.1% | |
| VANGUARD TARGET RET 2065 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD HIGH DIVIDEND YLD IDX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2055 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2050 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2045 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2040 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2035 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2030 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2025 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2020 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET INCOME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFESTYLE BLEND AGGRESSIVE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2060 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFESTYLE BLEND BALANCED JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFESTYLE BLEND MODERATE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFESTYLE BLN CONSERVATIVE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DFA US TARGETED VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DFA U.S. SMALL CAP FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO DEVELOPING MARKETS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO REAL ESTATE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JOHN HANCOCK MID CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MID VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SMALL CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SMALL CAP VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| T. ROWE PRICE NEW ERA FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| WISDOMTREE MIDCAP ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS FUNDAMENTAL INV JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DFA INTERNATIONAL VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DOMINI IMPACT INTL EQUITY JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INTL EQUITY INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TOTAL STOCK MARKET INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH STABLE VAL GNTD INCOME FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD INTERNATIONAL GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TOT WLD STK INDEX ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AF CAPITAL INCOME BUILDER JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLACKROCK GLOBAL ALLOCATION JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| IMPAX SUSTAINABLE ALLOCATION JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PIMCO REAL RETURN JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TEMPLETON GLOBAL BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TOTAL BOND MARKET FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFESTYLE BLEND GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |