Lja Engineering 401(k) and retirement plans

Lja Engineering, Inc., Houston, TX. EIN 76-0540328. Annual reports 2009–2024. Also filed as Lja Engineering & Surveying, Inc.; Lja Engineering Inc.

Lja Engineering, Inc. has 2 active retirement plans on file. The largest is the Lja Engineering, Inc. Employee Stock Ownership Plan, with 2,824 participants and $437 million in assets in 2024. Transitions Finance Strategies has been its recordkeeper since 2016. No traditional pension plan appears in Lja Engineering's filings since 2009.

Active plans: 2
Participants: 5,478
Plan assets: $559 million
401(k) recordkeeper: Transitions Finance Strategies
Plans on file: 3
Industry: Professional services

All 3 plans

Active plans first

Lja Engineering, Inc. Employee Stock Ownership Plan

Employee stock ownership plan (ESOP)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 76-0540328
Participants (2024): 2,824
Net assets (2024): $437 million
Recordkeeper: Transitions Finance StrategiesEarlier: Milliman (2011–2015), Alliance Benefit Group of Houston (2010), Alliance Benefit Group (2009)
Plan administrator: Lja Engineering, Inc.
3600 W Sam Houston Pkwy S,suite 600
Houston, TX 77042
(713) 953-5200As filed for 2024
In effect since: January 1, 2006

Earlier sponsor: Lja Engineering & Surveying, Inc. (2009–2011).

Earlier plan names: Lja Engineering & Surveying, Inc. 2006 Profit Sharing Plan; Lja Engineering, Inc. 2006 Esop #2; Lja Engineering Inc. ESOP#2; Lja Engineering Esop.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,824	$437 million	Transitions Finance Strategies
2023	2,138	$355 million	Transitions Finance Strategies
2022	1,770	$313 million	Transitions Finance Strategies
2021	1,531	$258 million	Transitions Finance Strategies
2020	1,320	$194 million	Transitions Finance Strategies
2019	1,219	$156 million	Transitions Finance Strategies
2018	957	$125 million	Transitions Finance Strategies
2017	796	$112 million	Transitions Finance Strategies
2016	738	$87.8 million	Transitions Finance Strategies
2015	676	$77.1 million	Milliman
2014	506	$58.0 million	Milliman
2013	393	$27.9 million	Milliman
2012	320	$18.4 million	Milliman
2011	302	$14.8 million	Milliman
2010	291	$13.3 million	Alliance Benefit Group of Houston
2009	342	$11.2 million	Alliance Benefit Group

Lja Engineering, Inc. 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 76-0540328
Participants (2024): 2,654
Net assets (2024): $121 million
Recordkeeper: FidelityEarlier: Milliman (2011–2015), Alliance Benefit Group (2009)
Plan administrator: Lja Engineering, Inc.
3600 W Sam Houston Pkwy S
Houston, TX 77042
(713) 953-5200As filed for 2024
In effect since: November 1, 1997

Earlier sponsor: Lja Engineering & Surveying, Inc. (2009–2010).

Earlier plan names: Lja Engineering & Surveying, Inc. 401(k) Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,654	$121 million	Fidelity
2023	2,004	$88.5 million	Fidelity
2022	1,914	$67.7 million	Fidelity
2021	1,513	$74.0 million	Fidelity
2020	1,265	$59.5 million	Fidelity
2019	1,145	$46.8 million	Fidelity
2018	861	$33.5 million	Fidelity
2017	764	$32.5 million	Fidelity
2016	684	$23.0 million	Fidelity
2015	615	$15.7 million	Milliman
2014	510	$14.4 million	Milliman
2013	319	$11.5 million	Milliman
2012	260	$9.0 million	Milliman
2011	221	$7.8 million	Milliman
2010	231	$8.4 million	not listed
2009	266	$8.5 million	Alliance Benefit Group

Lja Engineering, Inc. Esop #1

Employee stock ownership plan (ESOP)Closed

Closed. The plan filed its final annual report for 2014, which means its assets were paid out or moved and it no longer exists.

Plan number: 002Employer EIN 76-0540328
Participants (2013): 342
Net assets (2013): $13.8 million
Recordkeeper: MillimanEarlier: Alliance Benefit Group (2009)
Plan administrator: Lja Engineering, Inc.
2929 Briarpark Drive Suite 600
Houston, TX 77042
(713) 953-5200As filed for 2014
In effect since: January 1, 1998

Earlier sponsor: Lja Engineering & Surveying, Inc. (2009–2011).

Earlier plan names: Lja Engineering & Surveying, Inc. Employee Stock Ownership Plan.

Year by year, 2009 to 2014

Plan year	Participants	Net assets	Recordkeeper
2014	0	$0	Milliman
2013	342	$13.8 million	Milliman
2012	240	$10.8 million	Milliman
2011	220	$10.0 million	Milliman
2010	235	$10.5 million	not listed
2009	295	$11.5 million	Alliance Benefit Group

If you had money in one of these plans

Call Transitions Finance Strategies, which runs the Lja Engineering, Inc. Employee Stock Ownership Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((713) 953-5200). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.