Plan Snapshot
- Plan Sponsor: Balfour Beatty Construction Group, INC.
- Sponsor EIN: 751232928
- Sponsor Address: 3100 MCKINNON STREET, DALLAS, TX, 75201
- Plan Type: 401(k)
- Total Participants: 2,041
- Total Assets: $486.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,041 | $486.8M | $11.4M | $21.5M |
| 2023 | 1,820 | $431.7M | $10.7M | $20.2M |
| 2022 | 1,902 | $371.4M | $10.6M | $19.3M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $206,437 | — | $206,437 |
| SUTTON FROST CARY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- SUTTON FROST CARY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $206,437
- Estimated Expense Ratio: 0.042% 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 | $206,438 | — | $900 | — | — |
| 2023 | $210,515 | — | $300 | — | — |
| 2022 | $197,425 | — | — | — | — |