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  2. Systems Engineering, Inc.
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
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Filings through Oct 24, 2026.

Systems Engineering, Inc.

EIN 01-0462643-information technology and services-Latest filing 2025
Plans
3
Retirement
2
$90.3M assets
Health & Benefits
1
$271K premiums
Participants
639
120 EXCHANGE ST., STE. 101 - PORTLAND, ME 04101207-772-3199systemsengineering.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
3 filings
#002ESOP-$66.3M - 238 part#001401(k)-$24.0M - 226 part#501Mixed-$271K - 233 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $90.3M assets / 464 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#002)$66.3M
  • PROFIT SHARING PLAN (#001)$24.0M
Total $90.3MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • (Not disclosed)$66.3M
  • EPIC RETIREMENT PLAN SERVICES$24.0M
Total $90.3MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)238
  • PROFIT SHARING PLAN (#001)226
Total 464Select a row to open it

Benefits portfolio analytics

1 plan / $271K premiums / 233 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$137K
  • Other$137K
  • Dental$127K
  • Short-term disability$110K
  • Long-term disability$110K
  • Vision$7K
Total $271K6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

SYSTEMS ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$66.3M
Participants238
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

SYSTEMS ENGINEERING, INC. 401(K) PROFIT SHARING PLAN

401(k)

Assets$24.0M
Participants226
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

SYSTEMS ENGINEERING, INC. EMPLOYEE BENEFITS PLAN

Mixed - STARMOUNT LIFE INSURANCE COMPANY

Premiums$271K
Covered lives233
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002SYSTEMS ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$66.3M2382025
#001SYSTEMS ENGINEERING, INC. 401(K) PROFIT SHARING PLAN401(k)$24.0M2262025
  • SYSTEMS ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN$66.3M
    #002 · ESOP · 2025238
  • SYSTEMS ENGINEERING, INC. 401(K) PROFIT SHARING PLAN$24.0M
    #001 · 401(k) · 2025226

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501SYSTEMS ENGINEERING, INC. EMPLOYEE BENEFITS PLANMixedSTARMOUNT LIFE INSURANCE COMPANY$271K2332025
  • SYSTEMS ENGINEERING, INC. EMPLOYEE BENEFITS PLAN$271K
    #501 · Mixed · STARMOUNT LIFE INSURANCE COMPANY · 2025233
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
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  5. Health & Benefits plans
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