# Balfour Beatty LLC 401(k) Plan
Source: https://planprovider.pro/companies/balfour-beatty-llc-401k-plan

> Balfour Beatty LLC's 401(k) plan: 1,853 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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