Plan Snapshot
- Plan Sponsor: Bwxt Investment Company
- Sponsor EIN: 721172705
- Sponsor Address: 800 MAIN STREET, 4TH FLOOR, LYNCHBURG, VA, 24504
- Plan Type: 401(k)
- Total Participants: 6,437
- Total Assets: $1.5B
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 | 6,437 | $1.5B | $37.2M | $55.4M |
| 2023 | 5,394 | $1.3B | $33.3M | $50.0M |
| 2022 | 4,894 | $1.1B | $29.5M | $45.1M |
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 |
|---|---|---|---|---|
| BAUKNIGHT PIETRAS & STORMER, P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAUKNIGHT PIETRAS & STORMER, P.A. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $567,973 | — | — | — | — |
| 2023 | $538,152 | — | — | — | — |
| 2022 | $611,240 | — | — | — | — |