# Fluor-Bwxt Portsmouth LLC 401(k) Plan
Source: https://planprovider.pro/companies/fluor-bwxt-portsmouth-llc-401k-plan

> Fluor-Bwxt Portsmouth LLC's 401(k) plan: 1,426 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/schneider-downs-and-co-inc) — 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|—|—|—|—|

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