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Original filing (PDF)20250707103026NAL0005215936001
E2 CONSULTING ENGINEERS, INC.
Form 5500
FILING_RECEIVED
E2 CONSULTING ENGINEERS, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
765
Accounts w/ balance
855
Plan assets (EOY)
$41.9M
Net assets (EOY)
$41.9M
How this plan invests
This plan
22 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for E2 CONSULTING ENGINEERS, INC..
Plan sponsor
Name
E2 CONSULTING ENGINEERS, INC.
EIN
94-3061417
Address
450 EAST 17TH AVENUE, SUITE 200 · DENVER, CO · 802031254
Phone
(888) 835-9400
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
2025-07-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RYAN, GUNSAULS & O'DONNELL, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUB INTERNATIONAL | 94-3061417 | — | INVESTMENT ADVISORY | $15K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $96K | — |
| GLOBAL RETIREMENT PART | 47-1411118 | — | CONTRACT ADMINISTRATOR | $46K | — |
Investments
11 direct securities · 22 pooled funds· $42.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$31.7M
17 holdings
Pooled Separate Account
$7.3M
5 holdings
Uncategorized
$3.2M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | 16,339 | — | $5.4M | 13.0% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | 78,520 | — | $4.4M | 10.6% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | 89,610 | — | $4.1M | 9.8% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | 75,438 | — | $4.1M | 9.7% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | 61,379 | — | $3.2M | 7.7% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | 48,859 | — | $2.8M | 6.6% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | 60,003 | — | $2.6M | 6.3% | |
| AB US LG CP GR CIT W SRS CL U GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | 107,513 | — | $2.5M | 6.0% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | 57,583 | — | $2.4M | 5.7% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | 82,604 | — | $2.1M | 5.1% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | 27,805 | — | $1.1M | 2.7% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | 7,972 | — | $874K | 2.1% | |
| Notes receivable from participants | — | — | — | $806K | 1.9% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | 27,727 | — | $732K | 1.7% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | 16,315 | — | $502K | 1.2% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | 27,719 | — | $499K | 1.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | 4,411 | — | $470K | 1.1% | |
| JP Morgan Equity Income R6 Fund | — | 15,880 | — | $410K | 1.0% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | 4,564 | — | $393K | 0.9% | |
| Undiscovered Managers Behavioral Value R6 Fund | — | 3,556 | — | $301K | 0.7% | |
| Carillon Eagle Mid Cap Growth R6 Fund | — | 3,849 | — | $301K | 0.7% | |
| Fidelity Emerging Markets K Fund | — | 7,684 | — | $293K | 0.7% | |
| Janus Henderson Triton N Fund | — | 9,866 | — | $276K | 0.7% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | 11,725 | — | $257K | 0.6% | |
| BlackRock High Yield Portfolio K Fund | — | 34,900 | — | $248K | 0.6% | |
| Janus Henderson International Alpha Eq Collective Fd Cl U | — | 20,699 | — | $243K | 0.6% | |
| JANUS HND INT ALP EQ CF CL U GREAT GRAY TRUST COMPANY · EIN 38-7275329 / PN 001 | Common Collective Trust | — | — | $243K | 0.6% | |
| BlackRock Strategic Income Opportunities K Fund | — | 19,976 | — | $189K | 0.5% | |
| Victory Sycamore Established Value R6 Fund | — | 2,650 | — | $124K | 0.3% | |
| PRINCIPAL DIV REAL ASSET SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 123 | Pooled Separate Account | 6,376 | — | $102K | 0.2% | |
| PGIM TOTAL RET BOND FUND CL U GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | 4,515 | — | $46K | 0.1% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | 1,531 | — | $20K | <0.1% | |
| PGIM Global Total Return R6 Fund | — | 1,150 | — | $6K | <0.1% |
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