Plan Snapshot
- Plan Sponsor: Bwxt Investment Company
- Sponsor EIN: 721172705
- Sponsor Address: 800 MAIN STREET, LYNCHBURG, VA, 24504
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 0
- Total Assets: $789.8M
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 | 0 | $789.8M | $0 | $0 |
| 2023 | 0 | $848.7M | $0 | $0 |
| 2022 | 0 | $858.3M | $0 | $0 |
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 |
|---|---|---|---|---|
| TOWERS WATSON INVESTMENT SERVICE | Other Service Provider | $646,392 | — | $646,392 |
| BUCK GLOBAL, LLC | Other Service Provider | $612,755 | — | $612,755 |
| MORGAN STANLEY INVESTMENT MGMT LTD | Other Service Provider | $418,651 | — | $418,651 |
| NISA INVESTMENT ADVISORS LLC | Other Service Provider | $373,451 | — | $373,451 |
| LSV INTERNATIONAL(AC) VALUE EQUITY | Other Service Provider | $256,882 | — | $256,882 |
| EAGLE TRUST COMPANY INC | Other Service Provider | $221,316 | — | $221,316 |
| NORTHERN TRUST COMPANY | Other Service Provider | $193,853 | — | $193,853 |
| BAUKNIGHT, PIETRAS & STORMER, P.A. | Auditor | $100,950 | — | $100,950 |
| ERNST & YOUNG | Other Service Provider | $71,018 | — | $71,018 |
| ROCHELLE WALD | Other Service Provider | $62,495 | — | $62,495 |
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: $2,957,763
- Estimated Expense Ratio: 0.374% 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 | $7,596,705 | $1,922,619 | — | $100,950 | — |
| 2023 | $7,581,011 | $1,925,097 | — | $63,000 | — |
| 2022 | $4,451,517 | $1,956,394 | — | — | $1,717,710 |