Original filing (PDF)20250703092103NAL0000827360001

ECONOMIC & PLANNING SYSTEMS, INC.

Name: ECONOMIC & PLANNING SYSTEMS, INC. — ECONOMIC & PLANNING SYSTEMS P/S PLAN, Form 5500 (2024)
Creator: ECONOMIC & PLANNING SYSTEMS, INC.

Form 5500-SF

FILING_RECEIVED

ECONOMIC & PLANNING SYSTEMS P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$26.1M

Net assets (EOY)

$26.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ECONOMIC & PLANNING SYSTEMS, INC..

Plan sponsor

Name

ECONOMIC & PLANNING SYSTEMS, INC.

EIN

94-3056856

Address

455 CAPITOL MALL · SUITE 701 · SACRAMENTO, CA · 95814

Phone

(916) 649-8010

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

2025-07-03

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

2F · ERISA section 404(c)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Engineering Services plans

CONSULTANT ENGINEERING, INC.

CONSULTANT ENGINEERING, INC. 401(K) PLAN

$26.0M · 343 participants

AMENTUM NUCLEAR & ENVIRONMENT HOLDINGS, INC.

URS PROFESSIONAL SOLUTIONS PENSION PLAN

$26.1M · 42 participants

TRIPLE RING TECHNOLOGIES, INC.

TRIPLE RING TECHNOLOGIES, INC. 401K PROFIT SHARING PLAN

$26.2M · 74 participants

ASTREYA PARTNERS, LLC

ASTREYA PARTNERS, LLC 401K PROFIT SHARING PLAN & TRUST

$26.2M · 976 participants

AMERICAN ELECTRONICS, INC.