Plan Snapshot
- Plan Sponsor: Fluor Corporation Master Retirement Trust (Dc)
- Sponsor EIN: 330414495
- Sponsor Address: 6700 LAS COLINAS BOULEVARD, IRVING, TX, 75039
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $3.5B
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 | $3.5B | $0 | $0 |
| 2023 | 0 | $3.2B | $0 | $0 |
| 2022 | 0 | $3.0B | $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 |
|---|---|---|---|---|
| GALLIARD CAPITAL MANAGEMENT, INC | Other Service Provider | $1,116,943 | — | $1,116,943 |
| MERCER INVESTMENT MANAGEMENT | Other Service Provider | $869,081 | — | $869,081 |
| NORTHERN TRUST COMPANY | Other Service Provider | $372,304 | — | $372,304 |
| BLACKROCK INSTITUTIONAL TRUST CO,NA | Other Service Provider | $342,764 | — | $342,764 |
| LSV ASSET MANAGEMENT | Other Service Provider | $159,099 | — | $159,099 |
| LOOMIS | Other Service Provider | $152,654 | — | $152,654 |
| WESTFIELD SMALL/MID CAP GROWTH FUND | Other Service Provider | $98,637 | — | $98,637 |
| RIVER ROAD ASSET MANAGEMENT, LLC | Other Service Provider | $84,595 | — | $84,595 |
| PRUDENTIAL | Other Service Provider | $61,065 | — | $61,065 |
| MANULIFE GLOBAL | Recordkeeper | $60,355 | — | $60,355 |
| LSV INTERNATIONAL | Other Service Provider | $51,774 | — | $51,774 |
| AMERICAN CENTURY INVESTMENTS | Other Service Provider | $44,622 | — | $44,622 |
| NINETY ONE EMERGING MARKETS EQUITY | Other Service Provider | $35,426 | — | $35,426 |
| MFS INTERNATIONAL EQUITY FUND | Other Service Provider | $32,630 | — | $32,630 |
| GOLDMAN SACHS | Investment Advisor | $20,978 | — | $20,978 |
| ACADIAN MANAGEMENT | Other Service Provider | $9,022 | — | $9,022 |
| RBC | Other Service Provider | $6,000 | — | $6,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MANULIFE GLOBAL — Recordkeeper
- GOLDMAN SACHS — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,517,949
- Estimated Expense Ratio: 0.100% 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 | $3,513,000 | $3,513,000 | — | — | — |
| 2023 | $3,050,000 | $3,050,000 | — | — | — |
| 2022 | $7,002,000 | $7,002,000 | — | — | — |