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Original filing (PDF)20251002105221NAL0000346481001
ENVIRONMENTAL SCIENCE ASSOCIATES
Form 5500
FILING_RECEIVED
ENVIRONMENTAL SCIENCE ASSOCIATES 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
719
Accounts w/ balance
907
Plan assets (EOY)
$85.7M
Net assets (EOY)
$85.7M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 24 bps in Schedule C fees — 52% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENVIRONMENTAL SCIENCE ASSOCIATES.
Plan sponsor
Name
ENVIRONMENTAL SCIENCE ASSOCIATES
EIN
94-1698350
Address
570 MARKET STREET · SUITE 3700 · SAN FRANCISCO, CA · 94105
Phone
(415) 869-5900
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-10-02
Pension benefit codes
2A · Age/service weighted or new comparability
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | NONE | $117K | — |
| TWO WEST CAPITAL ADVISORS | — | OVERLAND PARK, KS | NONE | $92K | — |
Investments
30 direct securities· $85.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Dimensional 2030 Tgt Date Ret Inc Instl Dimensional 0 | — | — | — | $10.9M | 12.7% | |
| Dimensional 2035 Tgt Date Ret Inc Instl Dimensional 0 | — | — | — | $10.6M | 12.4% | |
| Dimensional 2040 Tgt Date Ret Inc Instl Dimensional 0 | — | — | — | $10.5M | 12.3% | |
| Dimensional 2045 Tgt Date Ret Inc Instl Dimensional 0 | — | — | — | $9.0M | 10.5% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $8.7M | 10.1% | |
| Dimensional 2050 Tgt Date Ret Inc Instl Dimensional 0 | — | — | — | $6.0M | 7.0% | |
| Dimensional 2025 Tgt Date Ret Inc Instl Dimensional 0 | — | — | — | $4.6M | 5.3% | |
| Dimensional 2055 Tgt Date Ret Inc Instl Dimensional 0 | — | — | — | $3.8M | 4.4% | |
| Dimensional 2060 Tgt Date Ret Inc Instl Dimensional 0 | — | — | — | $3.1M | 3.6% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $2.7M | 3.1% | |
| DFA US Large Cap Growth Instl DFA 0 | — | — | — | $2.6M | 3.1% | |
| DFA U.S. Large Cap Value Portfolio I DFA 0 | — | — | — | $1.6M | 1.9% | |
| Dimensional 2020 Tgt Date Ret Inc Instl Dimensional 0 | — | — | — | $1.6M | 1.8% | |
| DFA U.S. Social Core Equity 2 Portfl I DFA 0 | — | — | — | $1.5M | 1.8% | |
| iShares U.S. Aggregate Bond Index K iShares 0 | — | — | — | $1.4M | 1.7% | |
| iShares Russell Mid-Cap Index K iShares 0 | — | — | — | $1.1M | 1.3% | |
| DFA US Small Cap Growth Instl DFA 0 | — | — | — | $1.1M | 1.3% | |
| iShares Russell 2000 SmCap Ind K iShares 0 | — | — | — | $960K | 1.1% | |
| Nuveen International Equity Index R6 Nuveen 0 | — | — | — | $911K | 1.1% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $620K | 0.7% | |
| Schwab Self-Direct Invest Fund V Schwab 0 | — | — | — | $594K | 0.7% | |
| DFA International Social Cor Eq Instl DFA 0 | — | — | — | $428K | 0.5% | |
| Nuveen Inflation Linked Bond R6 Nuveen 0 | — | — | — | $310K | 0.4% | |
| DFA Selectively Hedged Glbl EQ DFA 0 | — | — | — | $305K | 0.4% | |
| Dimensional 2015 Tgt Date Ret Inc Instl Dimensional 0 | — | — | — | $271K | 0.3% | |
| DFA U.S. Small Cap Value Portfolio I DFA 0 | — | — | — | $246K | 0.3% | |
| Dimensional Retirement Income Instl Dimensional 0 | — | — | — | $135K | 0.2% | |
| Schwab Self-Direct Cash Fund V Schwab 0 | — | — | — | $75K | <0.1% | |
| Contribution Account Ascensus Trust Company 0 | — | — | — | $17K | <0.1% | |
| Dimensional 2010 Tgt Date Ret Inc Instl Dimensional 0 | — | — | — | $3K | <0.1% |
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