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Original filing (PDF)20251015120332NAL0002371635001
HMH ENGINEERS
Form 5500
FILING_RECEIVED
HMH 401(K) PLAN
401(k) retirement plan
Active participants
88
Accounts w/ balance
103
Plan assets (EOY)
$28.0M
Net assets (EOY)
$28.0M
How this plan invests
This plan
35 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 HMH ENGINEERS.
Plan sponsor
Name
HMH ENGINEERS
EIN
94-2320927
Address
1570 OAKLAND RD · SAN JOSE, CA · 95131
Phone
(314) 889-1094
Industry
Constructionsee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ARMANIO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $16K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARMANINO LLP | — | SAN RAMON, CA | AUDITOR | $20K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST BANK | — | CREVE COEUR, MO | OTHER | $33K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
Investments
35 direct securities· $28.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Inv | — | — | $4.0M | $4.5M | 16.1% | |
| Vanguard Target Retirement 2025 Inv | — | — | $2.7M | $3.0M | 10.7% | |
| Vanguard 500 Index Admiral | — | — | $2.0M | $2.9M | 10.3% | |
| Vanguard Target Retirement Income Inv | — | — | $2.6M | $2.7M | 9.6% | |
| Vanguard Target Retirement 2040 Inv | — | — | $2.0M | $2.4M | 8.6% | |
| Vanguard Target Retirement 2045 Inv | — | — | $1.6M | $2.0M | 7.1% | |
| Vanguard Target Retirement 2020 Inv | — | — | $1.7M | $1.7M | 6.1% | |
| Vanguard Target Retirement 2035 Inv | — | — | $923K | $1.1M | 4.0% | |
| Vanguard Information Technology Idx Adm | — | — | $588K | $1.0M | 3.7% | |
| Vanguard Target Retirement 2055 Inv | — | — | $779K | $970K | 3.5% | |
| DFA Global Allocation 60/40 Port Instl | — | — | $847K | $933K | 3.3% | |
| Vanguard Target Retirement 2050 Inv | — | — | $457K | $576K | 2.1% | |
| Vanguard Target Retirement 2060 Inv | — | — | $367K | $443K | 1.6% | |
| DFA International Core Equity I | — | — | $400K | $429K | 1.5% | |
| Vanguard Growth Index Adm | — | — | $240K | $389K | 1.4% | |
| EI Fixed Account - Series Class II | — | — | $355K | $367K | 1.3% | |
| DFA US Large Cap Value I | — | — | $303K | $341K | 1.2% | |
| T. Rowe Price New Horizons I | — | — | $287K | $313K | 1.1% | |
| Vanguard Inflation-Protected Secs Adm | — | — | $320K | $306K | 1.1% | |
| Dodge & Cox Income - I | — | — | $287K | $291K | 1.0% | |
| DFA US Targeted Value I | — | — | $173K | $202K | 0.7% | |
| PARTICIPANT LOANS | — | — | $154K | $154K | 0.5% | |
| Vanguard Health Care Fund | — | — | $154K | $135K | 0.5% | |
| Vanguard Target Retirement 2065 Inv | — | — | $107K | $128K | 0.5% | |
| Fidelity International Growth | — | — | $107K | $125K | 0.4% | |
| Vanguard Consumer Discretionary Idx Adm | — | — | $70K | $108K | 0.4% | |
| JPMorgan Core Bond R6 | — | — | $104K | $105K | 0.4% | |
| Vanguard Utilities Index Adm | — | — | $78K | $87K | 0.3% | |
| DFA Real Estate Securities I | — | — | $81K | $84K | 0.3% | |
| Vanguard Industrials Index Adm | — | — | $54K | $77K | 0.3% | |
| Vanguard Small Cap Growth Index Admiral | — | — | $63K | $73K | 0.3% | |
| Vanguard Tax-Managed Small Cap Adm | — | — | $36K | $40K | 0.1% | |
| Vanguard Energy Fund | — | — | $36K | $33K | 0.1% | |
| Vanguard Financials Index Adm | — | — | $11K | $14K | <0.1% | |
| FORFEITURES | — | — | $1K | $1K | <0.1% |