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Original filing (PDF)20250317144316NAL0001469267001
SANDIS CIVIL ENGINEERS, SURVEYORS,
Form 5500
FILING_RECEIVED
SANDIS 401K
401(k) retirement plan
Active participants
91
Accounts w/ balance
125
Plan assets (EOY)
$19.4M
Net assets (EOY)
$19.4M
How this plan invests
This plan
1 collective trust
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)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SANDIS CIVIL ENGINEERS, SURVEYORS,.
Plan sponsor
Name
SANDIS CIVIL ENGINEERS, SURVEYORS,
EIN
94-1724242
Address
3007 DOUGLAS BLVD. · SUITE 105 · ROSEVILLE, CA · 95661
Phone
(916) 786-6900
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-03-17
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PATRICK KENDRICK GIBSON, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $22K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP CONSULTING | — | BOSTON, MA | CONSULTANT | $16K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT TRUST COMPANY | 27-4411131 | — | TRUSTEE | $6K | — |
Investments
1 pooled fund· $52K(0% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| BNYM INSIGHT STABLE VALUE M BNY MELLON · EIN 11-3152987 / PN 561 | Common Collective Trust | $52K | 0.3% |
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