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Original filing (PDF)20240522134604NAL0002052979001
BUREAU VERITAS TECHNICAL ASSESSMENTS, LLC
Form 5500
FILING_RECEIVED
BUREAU VERITAS TECHNICAL ASSESSMENTS, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 2.3 mo
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
13 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
91
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 2.3 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BUREAU VERITAS TECHNICAL ASSESSMENTS, LLC.
Plan sponsor
Name
BUREAU VERITAS TECHNICAL ASSESSMENTS, LLC
EIN
02-0655997
Address
6021 UNIVERSITY BOULEVARD · SUITE 200 · ELLICOTT CITY, MD · 21043
Phone
(800) 733-0660
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-04-27
Filed
2024-05-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MAYER HOFFMAN MCCANN PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $16K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIARY FIRST LLC | 20-5582309 | — | ADVISOR | $17K | — |
Investments
13 pooled funds· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| FLEXPATH+CON 2035 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-3018134 / PN 233 | Common Collective Trust | $0 | — |
| FLEXPATH+AGR 2055 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-3170652 / PN 237 | Common Collective Trust | $0 | — |
| FLEXPATH+MOD 2025 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2950747 / PN 229 | Common Collective Trust | $0 | — |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | $0 | — |
| FLEXPATH+MOD RET I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2851418 / PN 226 | Common Collective Trust | $0 | — |
| FLEXPATH+AGR 2045 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-3026996 / PN 234 | Common Collective Trust | $0 | — |
| FLEXPATH+CON 2045 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-3144367 / PN 236 | Common Collective Trust | $0 | — |
| FLEXPATH+CON 2055 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-3216409 / PN 239 | Common Collective Trust | $0 | — |
| FLEXPATH+MOD 2045 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-3071639 / PN 235 | Common Collective Trust | $0 | — |
| FLEXPATH+MOD 2055 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-3188067 / PN 238 | Common Collective Trust | $0 | — |
| FLEXPATH+AGR 2025 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2935740 / PN 228 | Common Collective Trust | $0 | — |
| FLEXPATH+AGR 2035 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2987118 / PN 231 | Common Collective Trust | $0 | — |
| FLEXPATH+MOD 2035 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-3002484 / PN 232 | Common Collective Trust | $0 | — |
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