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Original filing (PDF)20251013112905NAL0001124225001
PSOMAS
Form 5500
FILING_RECEIVED
PSOMAS EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
99% in single holdingNo recordkeeper disclosed
Active participants
901
Accounts w/ balance
1,029
Plan assets (EOY)
$85.4M
Net assets (EOY)
$74.2M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
80
Participation health
100
Knocking points off
- Top holding "Psomas 1,060,821.22232 shares of" is 99% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PSOMAS.
Plan sponsor
Name
PSOMAS
EIN
95-2863554
Address
865 S. FIGUEROA STREET, SUITE 3200 · LOS ANGELES, CA · 90017
Phone
(213) 223-1400
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
2025-10-13
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
KCOE ISOM, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
2 direct securities· $85.4M(100% of reported assets)
Uncategorized
$84.2M
1 holding
Common Stocks
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Psomas 1,060,821.22232 shares of | — | — | $1.1M | $84.2M | 98.6% | |
| Goldman Sachs Money market fund | Common Stocks | — | $1.2M | $1.2M | 1.4% |