· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
STETSON ENGINEERS, INC. — STETSON ENGINEERS, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20250529124958NAL0019521298002
STETSON ENGINEERS, INC.
Form 5500-SF
FILING_RECEIVED
STETSON ENGINEERS, INC. 401(K) PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
47
Accounts w/ balance
68
Plan assets (EOY)
$32.1M
Net assets (EOY)
$32.1M
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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
STETSON ENGINEERS, INC.
.
Find decision makers
Plan sponsor
Name
STETSON ENGINEERS, INC.
EIN
94-2452155
Address
2171 E. FRANCISCO BLVD, STE. K · SAN RAFAEL, CA · 94901
Phone
(415) 457-0701
Industry
Engineering Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-05-29
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Engineering Services plans
ALTEN TECHNOLOGY USA, INC.
ALTEN TECHNOLOGY USA, INC. 401(K) PLAN
$32.1M · 868 participants
R.M. TOWILL CORPORATION
R.M. TOWILL CORPORATION PENSION PLAN
$32.1M · 99 participants
METRIC ENGINEERING, INC.
METRIC ENGINEERING SAVINGS AND RETIREMENT PLAN
$32.0M · 476 participants
KNIGHT ENERGY SERVICES, LLC
KNIGHT ENERGY SERVICES
$32.0M · 198 participants
DKS ASSOCIATES
DKS ASSOCIATES 401(K) PROFIT SHARING PLAN
$32.2M · 181 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
CAPE ENVIRONMENTAL MANAGEMENT
CAPE ENVIRONMENTAL MANAGEMENT INC. RETIREMENT SALARY SAVINGS
$31.9M · 137 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
