Plan Snapshot
- Plan Sponsor: Amentum Nuclear & Environment Holdings, INC.
- Sponsor EIN: 261320627
- Sponsor Address: 4800 WESTFIELDS BLVD, SUITE 400, CHANTILLY, VA, 20151
- Plan Type: DB
- Total Participants: 25
- Total Assets: $33.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 25 | $33.1M | $66,000 | $0 |
| 2023 | 30 | $33.4M | $802,000 | $0 |
| 2022 | 44 | $30.8M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $48,033 | — | $48,033 |
| MILLIMAN | Recordkeeper | $39,645 | — | $39,645 |
| THE BANK OF NEW YORK MELLON | Custodian / Trustee | $36,168 | — | $36,168 |
| CAPFINANCIAL PARTNERS, LLC | Other Service Provider | $33,685 | — | $33,685 |
| EIDE BAILLY, LLP | Auditor | $15,642 | — | $15,642 |
| WINSTON & STRAWN LLP | ERISA Attorney | $10,649 | — | $10,649 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Recordkeeper
- MILLIMAN — Recordkeeper
- EIDE BAILLY, LLP — Auditor
- WINSTON & STRAWN LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $183,822
- Estimated Expense Ratio: 0.556% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $290,055 | $30,206 | — | $15,900 | — |
| 2023 | $510,415 | $53,636 | — | $15,642 | — |
| 2022 | $531,590 | $21,619 | — | — | $182,811 |