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APPLIED ENGINEERING CONCEPTS — APPLIED ENGINEERING CONCEPTS 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250913195426NAL0002514704001
APPLIED ENGINEERING CONCEPTS
Form 5500-SF
FILING_RECEIVED
APPLIED ENGINEERING CONCEPTS 401(K) PLAN
401(k) retirement plan
Active participants
29
Accounts w/ balance
24
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
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
APPLIED ENGINEERING CONCEPTS
.
Find decision makers
Plan sponsor
Name
APPLIED ENGINEERING CONCEPTS
EIN
95-4495789
Address
894 N FAIR OAKS AVE · PASADENA, CA · 91103
Phone
(626) 398-3052
Industry
Engineering Services
· Professional & Technical Services
see 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
2025-09-13
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Engineering Services plans
RHEA ENGINEERS & CONSULTANTS, INC.
RHEA ENGINEERS & CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN
$1.9M · 20 participants
COTRANSCO OF SC, INC.
COTRANSCO OF SC, INC. PROFIT SHARING 401(K) PLAN
$1.9M · 13 participants
VST ENGINEERING INC.
VST ENGINEERING 401(K) PLAN
$1.9M · 28 participants
PRAETORIUS & CONRAD, P.C.
PRAETORIUS & CONRAD, P.C. PROFIT SHARING PLAN
$1.9M · 7 participants
KT ENGINEERING CORPORATION
KT ENGINEERING 401K PLAN
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.9M · 3 participants
JOHN SEARCY & ASSOCIATES INC
JOHN SEARCY & ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST
$1.9M · 5 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
