Plan Snapshot
- Plan Sponsor: Bechtel Plant Machinery, INC.
- Sponsor EIN: 943330445
- Sponsor Address: 3500 TECHNOLOGY DRIVE, MONROEVILLE, PA, 151462459
- Plan Type: DB
- Total Participants: 410
- Total Assets: $338.8M
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 | 410 | $338.8M | $0 | $951,483 |
| 2023 | 437 | $347.2M | $10.7M | $984,045 |
| 2022 | 461 | $311.4M | $14.5M | $949,278 |
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 |
|---|---|---|---|---|
| BUCK GLOBAL LLC | Other Service Provider | $398,303 | — | $398,303 |
| METLIFE INVESTMENT MANAGEMENT | Other Service Provider | $250,925 | — | $250,925 |
| FISHER INVESTMENTS | Recordkeeper | $235,827 | — | $235,827 |
| JENNISON ASSOCIATES LLC | Recordkeeper | $114,149 | — | $114,149 |
| THE NORTHERN TRUST COMPANY | Other Service Provider | $89,934 | — | $89,934 |
| MERCER INVESTMENTS LLC | Other Service Provider | $77,598 | — | $77,598 |
| ACADIAN ASSET MANAGEMENT LLC | Other Service Provider | $69,468 | — | $69,468 |
| WILLIAM BLAIR INVESTMENT MGMT, LLC | Other Service Provider | $67,774 | — | $67,774 |
| COMERICA BANK | Other Service Provider | $47,171 | — | $47,171 |
| AMERIPRISE TRUST COMPANY | Other Service Provider | $38,785 | — | $38,785 |
| AON RISK SOLUTIONS, INC. | Other Service Provider | $29,126 | — | $29,126 |
| TRUCKER HUSS, APC | ERISA Attorney | $21,483 | — | $21,483 |
| SCHNEIDER DOWNS & CO. | Auditor | $20,433 | — | $20,433 |
| BLACKROCK INSTITUTIONAL TRUST CO NA | Other Service Provider | $13,012 | — | $13,012 |
| BNY MELLON | Other Service Provider | — | $10,218 | $10,218 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FISHER INVESTMENTS — Recordkeeper
- JENNISON ASSOCIATES LLC — Recordkeeper
- TRUCKER HUSS, APC — ERISA Attorney
- SCHNEIDER DOWNS & CO. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,484,206
- Estimated Expense Ratio: 0.438% 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 | $1,753,827 | $914,709 | — | $20,433 | — |
| 2023 | $2,213,025 | $898,315 | — | $18,668 | — |
| 2022 | $1,372,239 | $825,213 | — | — | $326,963 |