Plan Snapshot
- Plan Sponsor: Bureau Veritas Holdings, INC.
- Sponsor EIN: 133468812
- Sponsor Address: 16800 GREENSPOINT PARK DRIVE, HOUSTON, TX, 77060
- Plan Type: 401(k)
- Total Participants: 4,286
- Total Assets: $289.5M
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 | 4,286 | $289.5M | $6.0M | $21.7M |
| 2023 | 3,463 | $256.0M | $5.1M | $18.8M |
| 2022 | 3,219 | $177.3M | $3.7M | $14.6M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | $36,750 | — | $36,750 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,750
- Estimated Expense Ratio: 0.013% 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 | $512,385 | $120,489 | $2,700 | $36,750 | — |
| 2023 | $207,468 | $100,453 | $600 | $34,650 | — |
| 2022 | $5,380 | $70,786 | — | — | — |