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: 42
- Total Assets: $26.1M
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 | 42 | $26.1M | $0 | $0 |
| 2023 | 42 | $26.5M | $137,000 | $0 |
| 2022 | 48 | $24.7M | $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 | $102,688 | — | $102,688 |
| MILLIMAN | Recordkeeper | $38,362 | — | $38,362 |
| THE BANK OF NEW YORK MELLON | Custodian / Trustee | $29,402 | — | $29,402 |
| CAPFINANCIAL PARTNERS, LLC | Other Service Provider | $27,134 | — | $27,134 |
| EIDE BAILLY, LLP | Auditor | $15,643 | — | $15,643 |
| WINSTON & STRAWN LLP | ERISA Attorney | $9,669 | — | $9,669 |
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: $222,898
- Estimated Expense Ratio: 0.853% 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 | $211,913 | $24,262 | — | $15,900 | — |
| 2023 | $377,569 | $41,831 | — | $15,643 | — |
| 2022 | $460,258 | $17,133 | — | — | $200,213 |