Plan Ledger DOL Form 5500 · updated monthly

Balfour Beatty LLC401(k)

BALFOUR BEATTY LLC 401(K) PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Balfour Beatty LLC reported $155,928 in plan administrative expenses for 2024: 0.19% of average plan assets, above the peer median. Employer contributions averaged $1,204 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 rose from 0.03% to 0.19%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 329th-largest of 2,160 plans among Georgia employers on file, and the 728th of 5,337 in construction. In 2024, employees put in $1.84 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$82,349,078
Participants with balances975
Active participants1,853
Employer contributions$2,230,387
Employee contributions$4,113,922
Employer contribution per active participant$1,204
Average account balance$84,461
Benefits paid to participants$16,380,645
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$82.3M · 975 accts · $2.2M emplr
2023$82.3M · 887 accts · $2.3M emplr
2022$72.4M · 929 accts · $2.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$98,728
Audit (IQPA)$27,200
Total administrative$155,928
The Balfour Beatty LLC 401(k) match · 2024
Employer contribution per active participant$1,204
Median for plans this size$3,635
2024$1,204 per active participant
2023$1,549 per active participant
2022$1,261 per active participant

Balfour Beatty LLC's 2024 employer contribution ran below the $3,635 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
CAPFINANCIAL PARTNERS LLC DBA CAPTR$30,000
COHNREZNICK LLP · Accounting / audit$27,200

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

Administrative cost history3
2024$155,928 · 0.19%
2023$28,122 · 0.04%
2022$26,817 · 0.03%
Same employer
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Ppc Retirement Plan GA$98.7M · 0.25%
Ibew Local 508 Pension Fund GA$83.2M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133015770 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.