Plan Snapshot
- Plan Sponsor: Balfour Beatty Investments INC
- Sponsor EIN: 262310710
- Sponsor Address: 1 COUNTRY VIEW ROAD, MALVERN, PA, 19355
- Plan Type: 401(k)
- Total Participants: 1,417
- Total Assets: $47.1M
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 | 1,417 | $47.1M | $789,293 | $5.7M |
| 2023 | 1,352 | $40.1M | $724,645 | $5.0M |
| 2022 | 1,635 | $30.7M | $612,558 | $4.1M |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $236,199 | $61,763 | — | — | — |
| 2023 | $206,321 | $61,634 | — | — | — |
| 2022 | $211,188 | — | — | — | — |