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Original filing (PDF)20250922154955NAL0007949218001
FIRE ENGINEERING COMPANY, INC.
Form 5500
FILING_RECEIVED
FIRE ENGINEERING COMPANY INC EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
97% in single holding97% employer stockNo recordkeeper disclosed
Active participants
103
Accounts w/ balance
183
Plan assets (EOY)
$37.7M
Net assets (EOY)
$37.6M
How this plan invests
This plan
7 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
50
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "or Similar Party Par, or Maturity Value Cost Value Non-Participant Directed * Fire Engineering Company, Inc. Common stock, 306,600 shares" is 97% of plan.
- 97% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIRE ENGINEERING COMPANY, INC..
Plan sponsor
Name
FIRE ENGINEERING COMPANY, INC.
EIN
87-0285738
Address
4717 500 WEST · MURRAY, UT · 841233616
Phone
(801) 262-3329
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-22
Pension benefit codes
2I · Stock bonus
2O · ESOP (non-leveraged)
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
EIDE BAILLY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL | 42-0127290 | — | PLAN ADMINISTRATOR | $17K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WSRP | — | SALT LAKE CITY, UT | ACCOUNTANT | $27K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOLLAND AND HEART | — | SALT LAKE CITY, UT | LEGAL | $6K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WESTER VALUATION ADVISORS | — | MILLCREEK, UT | VALUATION SERVICES | $7K | — |
Investments
7 direct securities· $37.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Similar Party Par, or Maturity Value Cost Value Non-Participant Directed * Fire Engineering Company, Inc. Common stock, 306,600 shares | — | — | $6.1M | $36.6M | 97.0% | |
| FT Cap Strength 66 Sa Re Unit Investment Trust | — | — | $417K | $547K | 1.5% | |
| FT Div Strength Opp 28 MO RE Unit Investment Trust | — | — | $248K | $253K | 0.7% | |
| Invesco Govt & Agency Private Cl Mutual Fund | — | — | $221K | $221K | 0.6% | |
| FT Div Strength Opp 30 MO RE Unit Investment Trust | — | — | $81K | $77K | 0.2% | |
| FT Strat Fixed Income ETF 11 MO FE Unit Investment Trust | — | — | $8K | $9K | <0.1% | |
| Ameriprised Insured Money Market Money Market Mutual Fund | — | — | $4K | $4K | <0.1% |