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Original filing (PDF)20250908092932NAL0041243202002
ENGLOBAL CORPORATION
Form 5500
FILING_RECEIVED
ENGLOBAL 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
167
Accounts w/ balance
513
Plan assets (EOY)
$29.8M
Net assets (EOY)
$29.8M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENGLOBAL CORPORATION.
Plan sponsor
Name
ENGLOBAL CORPORATION
EIN
88-0322261
Address
11111 KATY FWY, STE. 300 · HOUSTON, TX · 77079
Phone
(281) 878-1000
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
2025-09-08
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MELTON & MELTON, L.L.P.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REGIONS BANK | 63-0371391 | — | NONE | $35K | — |
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $35K | — |
| MELTON & MELTON LLP | 74-1550819 | — | NONE | $28K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $4K | — |
Investments
25 direct securities· $29.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | — | — | — | $6.2M | 20.8% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $3.7M | 12.4% | |
| American Funds 2030 Target Date Retirement Fund R6 | — | — | — | $3.3M | 10.9% | |
| American Funds 2020 Target Date Retirement Fund R6 | — | — | — | $2.1M | 7.1% | |
| Schwab Retirement Government Money Fund | — | — | — | $2.0M | 6.6% | |
| Baron Growth Fund R6 | — | — | — | $1.8M | 6.1% | |
| Vanguard Mid Cap Index Fund Admiral | — | — | — | $1.8M | 6.0% | |
| American Funds 2040 Target Date Retirement Fund R6 | — | — | — | $1.3M | 4.3% | |
| MFS Value Fund R6 | — | — | — | $1.1M | 3.8% | |
| Metropolitan West Total Return Bond Fund P | — | — | — | $1.0M | 3.4% | |
| American Funds 2050 Target Date Retirement Fund R6 | — | — | — | $841K | 2.8% | |
| T. Rowe Price QM U.S. Small-Cap Growth Equity Fund I | — | — | — | $778K | 2.6% | |
| Oakmark International Fund R6 | — | — | — | $704K | 2.4% | |
| MFS Mid Cap Value Fund R6 | — | — | — | $416K | 1.4% | |
| Vanguard Small Cap Index Fund Admiral | — | — | — | $406K | 1.4% | |
| Self-Directed Brokerage Account | — | — | — | $387K | 1.3% | |
| Vanguard Total International Stock Index Fund Adm | — | — | — | $352K | 1.2% | |
| American Funds Balanced Fund R6 | — | — | — | $332K | 1.1% | |
| PGIM High Yield Fund R6 | — | — | — | $304K | 1.0% | |
| Vanguard Emerging Markets Index Fund Adm | — | — | — | $241K | 0.8% | |
| Vanguard Total Bond Market Index Fund Adm | — | — | — | $228K | 0.8% | |
| DFA U.S. Targeted Value Portfolio CL I | — | — | — | $148K | 0.5% | |
| Participant Loans 5.25% - 10.50% 0 | — | — | — | $137K | 0.5% | |
| American Funds New World R6 | — | — | — | $110K | 0.4% | |
| American Funds 2060 Target Date Retirement Fund R6 | — | — | — | $87K | 0.3% |