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Original filing (PDF)20260114154328NAL0006429139001
SALAS O'BRIEN, INC.
Form 5500
FILING_RECEIVED
SALAS O'BRIEN RETIREMENT PLAN
401(k) retirement plan
Signals · 3
Late filing · 1.9 mo54% in single holdingNo recordkeeper disclosed
Active participants
2,531
Accounts w/ balance
3,191
Plan assets (EOY)
$537.9M
Net assets (EOY)
$537.9M
How this plan invests
This plan
6 pooled trusts
Schedule D
6 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
92
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Filed 1.9 months past the 10.5-month grace window.
- Top holding "[DFE: LARGE CAP GROWTH FUND II (extraction pending)]" is 54% of plan.
- 25 bps in Schedule C fees — 313% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SALAS O'BRIEN, INC..
Plan sponsor
Name
SALAS O'BRIEN, INC.
EIN
95-2037468
Address
8825 RESEARCH DRIVE · IRVINE, CA · 92618
Phone
(949) 753-1553
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-01-14
Pension benefit codes
2A · Age/service weighted or new comparability
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
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | INVESTMENT MANAGEMENT | $207K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $992K | — |
| ACTUARIAL BENEFITS CORP. | 20-1054428 | — | CONTRACT ADMINISTRATOR | $59K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROWE LLP | 35-0921680 | — | ACCOUNTANT | $57K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SALAS O'BRIEN, INC | 95-2037468 | — | OTHER SERVICES | $18K | — |
Investments
4 direct securities · 6 pooled funds· $67.6M(13% 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
$55.4M
6 holdings
Uncategorized
$12.2M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH FUND II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $30.0M | 5.6% | |
| PIONEER BOND FUND TRUST R1 GREAT GRAY TRUST COMPANY · EIN 81-5420248 / PN 291 | Common Collective Trust | — | — | $13.2M | 2.5% | |
| [DFE: GREAT GRAY EUROPACIFIC GROWTH TRUST (extraction pending)] | — | — | — | $9.8M | 1.8% | |
| GREATGRAY EURO GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $9.8M | 1.8% | |
| GALLIARD STABLE RETURN FUND CORE | — | — | — | $1.9M | 0.4% | |
| GALLIARD STBLE RTN M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $1.9M | 0.4% | |
| [DFE: GREAT GRAY CIT III FOR METLIFE GROUP ANNUITY CONTRACT NO. 25554 (extraction pending)] | — | — | — | $431K | <0.1% | |
| GREATGRAY MTLF GRP AN 25554 L GREAT GRAY TRUST COMPANY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $431K | <0.1% | |
| [DFE: RELIANCE TRUST COMPANY STABLE VALUE FUND COLLECTIVE INVESTMENT TRUST, SERIES 25053 (extraction pending)] | — | — | — | $40K | <0.1% | |
| METLIFE SV FD SER 25053 CL 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $40K | <0.1% |
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