Plan Ledger DOL Form 5500 · updated monthly

Fluor-Bwxt Portsmouth LLC401(k)

PORTSMOUTH D&D 401K SAVINGS PLAN · PIKETON, OH · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Fluor-Bwxt Portsmouth LLC reported $496,201 in plan administrative expenses for 2024: 0.19% of average plan assets, higher than ~75% of peers. Employer contributions averaged $9,009 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 0.24% to 0.19%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other administrative & support services employers. By assets it is the 166th-largest of 3,295 plans among Ohio employers on file, and the 75th of 2,534 in administrative & support services. In 2024, employees put in $1.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$277,845,404
Participants with balances1,631
Active participants1,426
Employer contributions$12,846,574
Employee contributions$14,444,394
Employer contribution per active participant$9,009
Average account balance$170,353
Benefits paid to participants$25,828,210
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$277.8M · 1,631 accts · $12.8M emplr
2023$244.9M · 1,567 accts · $12.2M emplr
2022$205.0M · 1,615 accts · $11.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$246,500
Investment management$233,677
Audit (IQPA)$16,024
Total administrative$496,201
The Fluor-Bwxt Portsmouth LLC 401(k) match · 2024
Employer contribution per active participant$9,009
Median for plans this size$4,294
2024$9,009 per active participant
2023$8,975 per active participant
2022$8,397 per active participant

Fluor-Bwxt Portsmouth LLC's 2024 employer contribution ran above the $4,294 median for plans its size, placing it in the top 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 · 20244
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$145,410
VOYA INSTITUTIONAL PLAN SERVICES, L · Loan processing$126,682
FIDUCIENT ADVISORS · Investment advisory (plan)$88,267
SCHNEIDER DOWNS · Accounting / audit$16,024

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$496,201 · 0.19%
2023$546,595 · 0.24%
2022$537,607 · 0.24%
Same employer
Similar plansAdministrative & Support Services · Ohio
The Geo Group, Inc. FL$320.9M · 0.23%
Onex Tsg Intermediate Corp. LA$298.5M · 0.14%
Muckleshoot Indian Tribe WA$260.0M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 271279969 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.