Plan Snapshot
- Plan Sponsor: Bae Systems, INC.
- Sponsor EIN: 223537950
- Sponsor Address: 2941 FAIRVIEW PARK DRIVE, FALLS CHURCH, VA, 22042
- Plan Type: DB
- Total Participants: 3,815
- Total Assets: $417.2M
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 | 3,815 | $417.2M | $111.9M | $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 | NONE | $252,325 | — | $252,325 |
| GROOM LAW GROUP | NONE | $106,858 | — | $106,858 |
| AON INVESTMENTS USA INC. | NONE | $78,027 | — | $78,027 |
| DELOITTE & TOUCHE LLP | Auditor | $33,682 | — | $33,682 |
| BDO USA, P.C. | NONE | $33,000 | — | $33,000 |
| AON CONSULTING, INC. | NONE | $31,801 | — | $31,801 |
| PIMCO | NONE | $23,201 | — | $23,201 |
| ALVAREZ & MARSHAL TAX, LLC | NONE | $17,500 | — | $17,500 |
| THE NORTHERN TRUST COMPANY | NONE | $10,207 | — | $10,207 |
| LGIM AMERICA | NONE | $8,029 | — | $8,029 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON — NONE
- GROOM LAW GROUP — NONE
- DELOITTE & TOUCHE LLP — Auditor
- BDO USA, P.C. — NONE
- AON CONSULTING, INC. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $594,630
- Estimated Expense Ratio: 0.143% 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 | $4,676,150 | $131,480 | $74,844 | $33,682 | — |