Plan Snapshot
- Plan Sponsor: Bilfinger INC.
- Sponsor EIN: 261983340
- Sponsor Address: 11111 SUNSET HILLS ROAD SUITE 350, RESTON, VA, 20190
- Plan Type: 401(k)
- Total Participants: 1,477
- Total Assets: $112.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,477 | $112.2M | $2.4M | $5.0M |
| 2023 | 1,530 | $102.2M | $2.3M | $4.9M |
| 2022 | 1,914 | $92.9M | $2.4M | $5.3M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $212,255 | — | $212,255 |
| CREATIVE PLANNING, INC. | INVESTMENT ADVISORY | — | $82,001 | $82,001 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING, INC. — INVESTMENT ADVISORY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $294,256
- Estimated Expense Ratio: 0.262% 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 | $212,255 | — | $212,255 | — | — |
| 2023 | $197,475 | — | $197,475 | — | — |
| 2022 | $195,603 | — | $195,603 | — | — |