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  2. LJA ENGINEERING, INC.
Sponsor portfolio

LJA ENGINEERING, INC.

EIN 76-0540328-computer software-Latest filing 2025
Plans
3
Retirement
2
$614.9M assets
Welfare
1
$3.8M premiums
Participants
8,410
3600 W SAM HOUSTON PKWY S, SUITE 600 - HOUSTON, TX 77042713-380-4457LinkedIn1-10 employeescomputer software
Plans on this EIN
3 filings
#003ESOP-$493.5M - 2,824 part#001401k-$121.4M - 2,654 part#501Mixed-$3.8M - 3,107 lives

Retirement portfolio analytics

2 plans aggregated / $614.9M assets / 5,478 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • EMPLOYEE STOCK OWNERSHIP (#003)80%
  • ENGINEERING, INC. 401(K) (#001)20%
Total $614.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
80%top
  • TRANSITION FINANCE STRATEGIES, LLC80%
  • (Not disclosed)20%
Total $614.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)2,824
  • ENGINEERING, INC. 401(K) (#001)2,654
Total 5,478Click row to drill in

Benefits portfolio analytics

1 plan / $3.8M premiums / 3,107 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$3.8M
  • Vision$3.8M
  • Life$3.8M
  • Long-term disability$3.8M
  • Other$3.8M
Total $3.8M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $3.8M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $39K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

LJA ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$493.5M
Participants2,824
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

LJA ENGINEERING, INC. 401(K) PLAN

401k

Assets$121.4M
Participants2,654
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LJA ENGINEERING WELFARE BENEFITS PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$3.8M
Covered lives3,107
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003LJA ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$493.5M2,8242024
001LJA ENGINEERING, INC. 401(K) PLAN401k$121.4M2,6542024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LJA ENGINEERING WELFARE BENEFITS PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$3.8M3,1072025
Retirement plans
Welfare plans
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