Plan Snapshot
- Plan Sponsor: Fluor-Bwxt Portsmouth LLC
- Sponsor EIN: 271279969
- Sponsor Address: PO BOX 548 BENEFITS, PIKETON, OH, 45661
- Plan Type: 401(k)
- Total Participants: 1,426
- Total Assets: $277.8M
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 | 1,426 | $277.8M | $12.8M | $14.4M |
| 2023 | 1,363 | $244.9M | $12.2M | $13.8M |
| 2022 | 1,415 | $205.0M | $11.9M | $13.4M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | NA | $145,410 | — | $145,410 |
| VOYA INSTITUTIONAL PLAN SERVICES, L | RECORDKEEPER | $126,682 | — | $126,682 |
| FIDUCIENT ADVISORS | INVEST ADVISOR | $88,267 | — | $88,267 |
| SCHNEIDER DOWNS | ACCOUNTANT | $16,024 | — | $16,024 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHNEIDER DOWNS — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $376,383
- Estimated Expense Ratio: 0.135% 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 | $496,201 | $233,677 | $127,818 | $16,024 | — |
| 2023 | $546,595 | $127,248 | $248,948 | $68,456 | — |
| 2022 | $537,607 | — | — | — | — |