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  2. U.S. Engineering Company Holdings
  • Retirement analytics
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Filings through Oct 24, 2026.

U.S. Engineering Company Holdings

EIN 46-0934113-mechanical or industrial engineering-Latest filing 2025
Plans
3
Retirement
2
$78.8M assets
Health & Benefits
1
$526K premiums
Participants
1,558
3433 ROANOKE ROAD - KANSAS CITY, MO 64111816-753-6969LinkedIn201-500 employeesmechanical or industrial engineering
Plans on this EIN
3 filings
#002401(k)-$64.5M - 586 part#003ESOP-$14.3M - 552 part#501Mixed-$526K - 886 lives

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

Retirement portfolio analytics

2 plans aggregated / $78.8M assets / 1,138 participants

Assets by plan

Share of aggregate retirement assets

  • PLAN & TRUST (#002)$64.5M
  • PLAN & TRUST (#003)$14.3M
Total $78.8MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • ALLEN, GIBBS & HOULIK, L.C.$64.5M
  • (Not disclosed)$14.3M
Total $78.8MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)586
  • PLAN & TRUST (#003)552
Total 1,138Select a row to open it

Benefits portfolio analytics

1 plan / $526K premiums / 886 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$466K
  • Life$453K
  • Short-term disability$453K
  • Long-term disability$453K
  • Vision$60K
Total $526K5 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

U. S. ENGINEERING COMPANY HOLDINGS 401(K) PROFIT SHARING PLAN & TRUST

401(k)

Assets$64.5M
Participants586
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

U. S. ENGINEERING COMPANY HOLDINGS EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

ESOP

Assets$14.3M
Participants552
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

U.S. ENGINEERING COMPANY HOLDINGS WRAP PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$526K
Covered lives886
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002U. S. ENGINEERING COMPANY HOLDINGS 401(K) PROFIT SHARING PLAN & TRUST401(k)$64.5M5862025
#003U. S. ENGINEERING COMPANY HOLDINGS EMPLOYEE STOCK OWNERSHIP PLAN & TRUSTESOP$14.3M5522025
  • U. S. ENGINEERING COMPANY HOLDINGS 401(K) PROFIT SHARING PLAN & TRUST$64.5M
    #002 · 401(k) · 2025586
  • U. S. ENGINEERING COMPANY HOLDINGS EMPLOYEE STOCK OWNERSHIP PLAN & TRUST$14.3M
    #003 · ESOP · 2025552

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501U.S. ENGINEERING COMPANY HOLDINGS WRAP PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$526K8862025
  • U.S. ENGINEERING COMPANY HOLDINGS WRAP PLAN$526K
    #501 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025886
Retirement plans
Health & Benefits plans

On this page

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