# Bwxt Investment Company DB Plan
Source: https://planprovider.pro/companies/bwxt-investment-company-plan-001

> Bwxt Investment Company's DB plan: 1,708 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:** DB

- **Total Participants:** 1,708

- **Total Assets:** $688.3M

## 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|1,708|$688.3M|$5.6M|$0|

| 2023|1,742|$736.8M|$526,300|$0|

| 2022|1,837|$738.8M|$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|

| 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.](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:** $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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bwxt-investment-company-plan-001)

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