Original filing (PDF)20250629091238NAL0005940115001

ENGINEERING ECONOMICS INC.

Name: ENGINEERING ECONOMICS INC. — ENGINEERING ECONOMICS INC. 401(K) PLAN, Form 5500 (2024)
Creator: ENGINEERING ECONOMICS INC.

Form 5500

FILING_RECEIVED

ENGINEERING ECONOMICS INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

102

Accounts w/ balance

125

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

7 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

Participation health

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
No recordkeeper disclosed on Schedule C.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENGINEERING ECONOMICS INC..

Plan sponsor

Name

ENGINEERING ECONOMICS INC.

EIN

84-0942005

Address

1536 COLE BLVD. · SUITE 240 · LAKEWOOD, CO · 80401

Phone

(303) 239-8700

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

2025-06-29

Pension benefit codes

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

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

7 pooled funds· $4.3M

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.

Investment	Type	Current value	% of plan
AB US LARGE CAP GR U GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116831 / PN 509	Common Collective Trust	$2.1M	48.8%
PUTN LRG CP VAL II U GREAT GRAY TRUST COMPANY, LLC · EIN 86-1899009 / PN 676	Common Collective Trust	$1.3M	30.7%
PGIM TOT RET BOND U GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097323 / PN 471	Common Collective Trust	$310K	7.1%
EAGLE MID CAP GR 4 ALTA TRUST COMPANY · EIN 83-0524193 / PN 001	Common Collective Trust	$296K	6.8%
C&S US REALTY U SEI TRUST COMPANY · EIN 46-3411346 / PN 064	Common Collective Trust	$158K	3.6%
FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026	Common Collective Trust	$127K	2.9%
EAGLE MID CAP GR 4 EAGLE ASSET MANAGEMENT VIA ALTA TRUST · EIN 83-0524193 / PN 005	Common Collective Trust	$0	<0.1%