Plan Snapshot
- Plan Sponsor: Balfour Beatty LLC
- Sponsor EIN: 133015770
- Sponsor Address: 3100 MCKIINNON ST FL 6, DALLAS, TX, 75201
- Plan Type: 401(k)
- Total Participants: 1,853
- Total Assets: $82.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,853 | $82.3M | $2.2M | $4.1M |
| 2023 | 1,502 | $82.3M | $2.3M | $4.3M |
| 2022 | 1,914 | $72.4M | $2.4M | $4.5M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $98,728 | — | $98,728 |
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | OTHER | $30,000 | — | $30,000 |
| COHNREZNICK LLP | AUDITOR | $27,200 | — | $27,200 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $155,928
- Estimated Expense Ratio: 0.189% 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 | $155,928 | — | — | $27,200 | — |
| 2023 | $28,122 | — | $25,177 | — | — |
| 2022 | $26,817 | — | $26,817 | — | — |