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Original filing (PDF)20251014172342NAL0001700259001
HYDE ENGINEERING + CONSULTING, INC.
Form 5500
FILING_RECEIVED
HYDE ENGINEERING + CONSULTING, INC. 401(K) PLAN
401(k) retirement plan
Active participants
93
Accounts w/ balance
207
Plan assets (EOY)
$24.7M
Net assets (EOY)
$24.7M
How this plan invests
This plan
1 pooled trust
Schedule D
36 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 HYDE ENGINEERING + CONSULTING, INC..
Plan sponsor
Name
HYDE ENGINEERING + CONSULTING, INC.
EIN
84-1242928
Address
6260 LOOKOUT ROAD SUITE 120 · BOULDER, CO · 80301
Phone
(303) 530-4256
Industry
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $44K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 13-2624428 | — | INVESTMENT ADVISOR | $24K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EIDE BAILLY LLP | 13-2624428 | — | AUDITOR | $15K | — |
Investments
35 direct securities · 1 pooled fund· $24.9M(100% 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.
Uncategorized
$24.8M
35 holdings
Common Collective Trust
$137K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JP Morgan Large Cap Growth R6 Mutual Fund N/A | — | — | — | $2.9M | 11.7% | |
| Fidelity 500 Index Mutual Fund N/A | — | — | — | $2.7M | 11.0% | |
| Blackrock Technology Opportunities Instl Mutual Fund N/A | — | — | — | $2.1M | 8.7% | |
| T. Rowe Price Retirement I 2055 I Mutual Fund N/A | — | — | — | $1.9M | 7.7% | |
| T. Rowe Price Retirement I 2050 I Mutual Fund N/A | — | — | — | $1.7M | 6.8% | |
| T. Rowe Price Retirement I 2030 I Mutual Fund N/A | — | — | — | $1.5M | 6.2% | |
| JP Morgan Mid Cap Growth R6 Mutual Fund N/A | — | — | — | $1.4M | 5.5% | |
| T. Rowe Price Health Sciences Mutual Fund N/A | — | — | — | $1.3M | 5.1% | |
| T. Rowe Price Retirement I 2025 I Mutual Fund N/A | — | — | — | $1.2M | 4.9% | |
| T. Rowe Price Retirement I 2045 I Mutual Fund N/A | — | — | — | $1.1M | 4.4% | |
| T. Rowe Price Retirement I 2040 I Mutual Fund N/A | — | — | — | $898K | 3.6% | |
| T. Rowe Price Retirement I 2035 I Mutual Fund N/A | — | — | — | $727K | 2.9% | |
| JP Morgan US Equity R6 Mutual Fund N/A | — | — | — | $665K | 2.7% | |
| Vanguard Energy Index ADM Mutual Fund N/A | — | — | — | $619K | 2.5% | |
| Fidelity Extended Market Index Mutual Fund N/A | — | — | — | $537K | 2.2% | |
| T. Rowe Price Spectrum Mod Growth Alloc Fd Mutual Fund N/A | — | — | — | $463K | 1.9% | |
| Vanguard Energy Index ADM Mutual Fund N/A | — | — | — | $455K | 1.8% | |
| JP Morgan US Equity Income R6 Mutual Fund N/A | — | — | — | $351K | 1.4% | |
| American Century Small Capital Value R6 Mutual Fund N/A | — | — | — | $321K | 1.3% | |
| American Funds Capital Inc Bldr R6 Mutual Fund N/A | — | — | — | $312K | 1.3% | |
| PGIM Total Return Bond R6 Mutual Fund N/A | — | — | — | $284K | 1.1% | |
| Victory Sycamore Established Value R6 Mutual Fund N/A | — | — | — | $168K | 0.7% | |
| Goldman Sachs GQG Ptnrs Intl Opps R6 Mutual Fund N/A | — | — | — | $164K | 0.7% | |
| PARTICIPANT LOANS VARIOUS | — | — | $154K | $154K | 0.6% | |
| Notes receivable from participants Maturing 2025 - 2037 at interest rates of 4.25% to 9.50% - | — | — | — | $154K | 0.6% | |
| T. Rowe Price Global Stock I Mutual Fund N/A | — | — | — | $148K | 0.6% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $137K | 0.6% | |
| T. Rowe Price Retirement I 2020 I Mutual Fund N/A | — | — | — | $132K | 0.5% | |
| Cohen & Steers Real Estate Securities I Mutual Fund N/A | — | — | — | $104K | 0.4% | |
| T. Rowe Price Retirement Balanced I Mutual Fund N/A | — | — | — | $87K | 0.4% | |
| Goldman Sachs US Mortgages Instl Mutual Fund N/A | — | — | — | $51K | 0.2% | |
| PIMCO Real Return Instl Mutual Fund N/A | — | — | — | $46K | 0.2% | |
| Gabelli Gold AAA Mutual Fund N/A | — | — | — | $44K | 0.2% | |
| Janus Henderson Triton N Mutual Fund N/A | — | — | — | $44K | 0.2% | |
| Blackrock High Yield Bond Portfolio K Mutual Fund N/A | — | — | — | $31K | 0.1% | |
| T. Rowe Price Retirement I 2015 I Mutual Fund N/A | — | — | — | $10K | <0.1% |
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