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Sponsor portfolio

SAI CONSULTING ENGINEERS, INC.

EIN 25-1289019-civil engineering-Latest filing 2025
Plans
3
Retirement
2
$53.9M assets
Welfare
1
$138K premiums
Participants
465
1350 PENN AVENUE, SUITE 300 - PITTSBURGH, PA 152224211412-392-8750saiengr.comLinkedIn51-200 employeescivil engineering
Plans on this EIN
3 filings
#001401k-$47.9M - 187 part#002ESOP-$6.0M - 133 part#501Mixed-$138K - 145 lives

Retirement portfolio analytics

2 plans aggregated / $53.9M assets / 320 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • 401(K) RS PLAN (#001)89%
  • EMPLOYEE STOCK OWNERSHIP (#002)11%
Total $53.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
89%top
  • THE VANGUARD GROUP, INC.89%
  • (Not disclosed)11%
Total $53.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RS PLAN (#001)187
  • EMPLOYEE STOCK OWNERSHIP (#002)133
Total 320Click row to drill in

Benefits portfolio analytics

1 plan / $138K premiums / 145 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$103K
  • Short-term disability$103K
  • Long-term disability$103K
  • Life$27K
  • Other$27K
  • Vision$8K
  • +1 more
Total $138K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA94%
  • BLUE CROSS OF CALIFORNIA6%
Total $138K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LIBERTY FINANCIAL SERVICES100%
Total $11K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SAI CONSULTING ENGINEERS, INC. 401(K) RS PLAN

401k

Assets$47.9M
Participants187
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SAI CONSULTING ENGINEERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$6.0M
Participants133
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SAI CONSULTING ENGINEERS, INC. SAI CONSULTING ENGINEERS HEALTH AND WEALTHFARE

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$138K
Covered lives145
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SAI CONSULTING ENGINEERS, INC. 401(K) RS PLAN401k$47.9M1872024
002SAI CONSULTING ENGINEERS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$6.0M1332024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SAI CONSULTING ENGINEERS, INC. SAI CONSULTING ENGINEERS HEALTH AND WEALTHFAREMixedSUN LIFE ASSURANCE COMPANY OF CANADA$138K1452025
Retirement plans
Welfare plans
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