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Original filing (PDF)20250929180032NAL0018259154001
KOURY ENGINEERING AND TESTING
Form 5500
FILING_RECEIVED
KOURY ENGINEERING AND TESTING 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
94
Accounts w/ balance
165
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (36 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KOURY ENGINEERING AND TESTING.
Plan sponsor
Name
KOURY ENGINEERING AND TESTING
EIN
95-4794329
Address
5711 SCHAEFER AVE · CHINO, CA · 91710
Phone
(909) 606-6111
Industry
All Other Professional 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
2025-09-29
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
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
ROORDA PIQUET AND BESSEE INC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $13K | — |
Investments
30 direct securities · 1 pooled fund· $6.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$3.5M
30 holdings
Pooled Separate Account
$3.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.0M | 86.7% | |
| MyCompass Ind Mod 2045 Fd R Common Collective Trust | — | — | — | $761K | 21.6% | |
| MyCompass Ind Mod Ret Fd R Common Collective Trust | — | — | — | $583K | 16.6% | |
| Voya Fixed Account (4450) Insurance Company General Account | — | — | — | $440K | 12.5% | |
| MyCompass Ind Mod 2035 Fd R Common Collective Trust | — | — | — | $371K | 10.5% | |
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $319K | 9.1% | |
| MyCompass Ind Mod 2055 Fd R Common Collective Trust | — | — | — | $316K | 9.0% | |
| Vangrd U.S. Growth Fund Adm Registered Investment Company | — | — | — | $132K | 3.8% | |
| JPMorgan U.S. Res Enhanc Eq R6 Registered Investment Company | — | — | — | $112K | 3.2% | |
| Fidelity Sm Cp Ind Fd Registered Investment Company | — | — | — | $52K | 1.5% | |
| Victory Integrity Mid Cap Vl Fd R6 Registered Investment Company | — | — | — | $48K | 1.4% | |
| iShares MSCI EAFE Index Fnd K Registered Investment Company | — | — | — | $48K | 1.4% | |
| Fidelity Mid Cap Idx Fd Registered Investment Company | — | — | — | $45K | 1.3% | |
| American Funds Nw Prspctv R6 Registered Investment Company | — | — | — | $43K | 1.2% | |
| MyCompass Ind Mod 2065 Fd R Common Collective Trust | — | — | — | $40K | 1.1% | |
| Vangrd Balanced Index Fnd Adm Registered Investment Company | — | — | — | $39K | 1.1% | |
| Vangrd Equity Income Fund Adm Registered Investment Company | — | — | — | $36K | 1.0% | |
| LOAN FUND Participant Loans - Rates 4.25% to 9.50% | — | — | — | $28K | 0.8% | |
| Notes receivable from participants maturing through 2029 with interest rates from 4.25% to 9.50%. | — | — | — | $28K | 0.8% | |
| Fidelity Emg Mkts Id Fd Registered Investment Company | — | — | — | $28K | 0.8% | |
| Vangrd Explorer Fund Adm Registered Investment Company | — | — | — | $24K | 0.7% | |
| DFA Real Estate Secs Port Ins Registered Investment Company | — | — | — | $10K | 0.3% | |
| DFA Infl-Prot Sec Port Ins Registered Investment Company | — | — | — | $10K | 0.3% | |
| Voya Intermediate Bond Fund R6 Registered Investment Company | — | — | — | $9K | 0.3% | |
| PGIM Global Total Return Fund R6 Registered Investment Company | — | — | — | $7K | 0.2% | |
| MyCompass Ind Agg 2035 Fd R Common Collective Trust | — | — | — | $4K | 0.1% | |
| MyCompass Ind Agg 2045 Fd R Common Collective Trust | — | — | — | $3K | <0.1% | |
| DFA US Targeted VI Port Ins Registered Investment Company | — | — | — | $2K | <0.1% | |
| Vangrd High-Yd Corp Fund Adm Registered Investment Company | — | — | — | $2K | <0.1% | |
| Neuberg Berm Md Cp Grw Fund R6 Registered Investment Company | — | — | — | $2K | <0.1% | |
| Vangrd LifeStrat Mod Grw Fd Inv Registered Investment Company | — | — | — | $2K | <0.1% |