# Bwxt Investment Company 401(k) Plan
Source: https://planprovider.pro/companies/bwxt-investment-company-721172705-003

> Bwxt Investment Company's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/bauknight-pietras-and-stormer-pa) — 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|

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