Plan Ledger DOL Form 5500 · updated monthly

Balfour Beatty Investments Inc401(k)

BALFOUR BEATTY INVESTMENTS, INC. 401(K) PLAN · MALVERN, PA · plan year 2024

Reported admin expense ratio · 2024
0.54%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Balfour Beatty Investments Inc reported $236,199 in plan administrative expenses for 2024: 0.54% of average plan assets, higher than ~75% of peers. Employer contributions averaged $557 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.65% to 0.54%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 832nd-largest of 3,651 plans among Pennsylvania employers on file, and the 304th of 2,096 in real estate & leasing. In 2024, employees put in $7.19 for every $1.00 the employer contributed; active participation has shrunk from 1,635 to 1,417 since 2022.

Plan summary
Net assets, end of year$47,080,485
Participants with balances1,815
Active participants1,417
Employer contributions$789,293
Employee contributions$5,677,402
Employer contribution per active participant$557
Average account balance$25,940
Benefits paid to participants$6,196,802
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$47.1M · 1,815 accts · $789K emplr
2023$40.1M · 1,805 accts · $725K emplr
2022$30.7M · 1,780 accts · $613K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$174,436
Investment management$61,763
Total administrative$236,199
The Balfour Beatty Investments Inc 401(k) match · 2024
Employer contribution per active participant$557
Median for plans this size$2,416
2024$557 per active participant
2023$536 per active participant
2022$375 per active participant

Balfour Beatty Investments Inc's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
ADP, INC. · Loan processing · Recordkeeping$174,436
GLOBAL RETIREMENT PARTNERS · Recordkeeping · Trustee$61,763
ADP BROKER-DEALER · Other servicesindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP, GLOBAL RETIREMENT PARTNERS
2023ADP, COHNREZNICK LLP, GLOBAL RETIREMENT PARTNERS

This plan has changed recordkeepers within these filings. If you left Balfour Beatty Investments Inc before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$236,199 · 0.54%
2023$206,321 · 0.58%
2022$211,188 · 0.65%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 262310710 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.