PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. LJA ENGINEERING, INC.
Sponsor portfolio

LJA ENGINEERING, INC.

EIN 76-0540328-computer software-Latest filing 2024
Plans
3
Retirement
2
$614.9M assets
Welfare
1
$20.1M premiums
Participants
7,865
3600 W SAM HOUSTON PKWY S - HOUSTON, TX 77042713-953-5200LinkedIn1-10 employeescomputer software
Plans on this EIN
3 filings
#003ESOP-$493.5M - 2,824 part#001401k-$121.4M - 2,654 part#501Mixed-$20.1M - 3,652 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 / $20.1M premiums / 3,652 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$17.1M
  • Prescription drug$17.1M
  • Dental$2.8M
  • Life$2.8M
  • Long-term disability$2.8M
  • Other$2.8M
  • +1 more
Total $20.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA14%
  • EYEMED VISION CARE1%
Total $20.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • ALLIANT INSURANCE SERVICES, INC.76%
  • CRYSTAL IBC LLC24%
Total $49K2 slices

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 - BLUE CROSS BLUE SHIELD OF TEXAS

Premiums$20.1M
Covered lives3,652
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 PLANMixedBLUE CROSS BLUE SHIELD OF TEXAS$20.1M3,6522024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica