AUMdb

Portsmouth D&D 401 K Savings Plan

Sponsored by Fluor Bwxt Portsmouth Llc · EIN 271279969 · Plan #001

Total assets
$278M
Net assets
$278M
Active participants
1,426
With balances
1,631

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024
Fiducient Advisors Llc CRD 106720 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Voya Retirement Advisors, Llc Investment advisory (participants) $145,410
Voya Institutional Plan Services, L Participant loan processing, Recordkeeping fees, Account maintenance fees $126,682
Fiducient Advisors Investment advisory (plan) $88,267
Schneider Downs Accounting $16,024