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Original filing (PDF)20251013174012NAL0000868883001
BABCOCK POWER INC.
Form 5500
FILING_RECEIVED
BABCOCK POWER SAVINGS PLAN
401(k) retirement plan
Active participants
1,371
Accounts w/ balance
1,757
Plan assets (EOY)
$224.7M
Net assets (EOY)
$224.7M
How this plan invests
This plan
2 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BABCOCK POWER INC..
Plan sponsor
Name
BABCOCK POWER INC.
EIN
04-3719625
Address
222 ROSEWOOD DRIVE THIRD FLOOR · DANVERS, MA · 01923
Phone
(978) 646-3300
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER NEWMAN NOYES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $181K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWOOK | — | DANVERS, MA | INVESTMENT ADVISOR | $32K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCCARTER & ENGLISH LLP | — | NEWARK, NJ | LEGAL | $3K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $32K | — |
| QDRO CONSULTANTS COMPANY, LLC | — | MEDINA, OH | OTHER | $900 | — |
Investments
30 direct securities · 2 pooled funds· $219.2M(98% of reported assets)
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.
Uncategorized
$178.4M
30 holdings
Pooled Separate Account
$25.6M
1 holding
Common Collective Trust
$15.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Funds Vanguard Institutional Index Fund | — | — | — | $29.2M | 13.0% | |
| American Funds American Balanced Fund R6 | — | — | — | $25.7M | 11.4% | |
| LARGE CAP GROWTH MFS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 001 | Pooled Separate Account | — | — | $25.6M | 11.4% | |
| T. ROWE PRICE STABLE VALUE FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $15.1M | 6.7% | |
| American Funds American Funds 2040 Target Date Retirement Fund | — | — | — | $11.7M | 5.2% | |
| Vanguard Funds Vanguard Growth Index Fund Admiral | — | — | — | $10.8M | 4.8% | |
| Vanguard Funds Vanguard Balanced Index Fund Admiral | — | — | — | $10.3M | 4.6% | |
| American Funds American Funds 2030 Target Date Retirement Fund | — | — | — | $9.7M | 4.3% | |
| American Funds Washington Mutual Investors Fund R6 | — | — | — | $9.0M | 4.0% | |
| American Funds American Funds 2050 Target Date Retirement Fund | — | — | — | $6.1M | 2.7% | |
| Vanguard Funds Vanguard Developed Markets Index Fund Admiral | — | — | — | $5.7M | 2.5% | |
| Putnam Advisory Company, LLC Putnam Large Cap Value Fund R6 | — | — | — | $5.5M | 2.5% | |
| J.P. Morgan J.P. Morgan Mid Cap Growth R6 | — | — | — | $3.9M | 1.7% | |
| T Rowe Price T Rowe Price Overseas Stock Fund I | — | — | — | $3.9M | 1.7% | |
| American Funds American Funds 2060 Target Date Retirement Fund | — | — | — | $3.9M | 1.7% | |
| Vanguard Funds Vanguard Total Bond Market Index Fund Admiral | — | — | — | $3.7M | 1.6% | |
| Loomis, Sayles & Company Loomis Sayles Small Cap Growth N | — | — | — | $3.7M | 1.6% | |
| American Funds American Funds 2025 Target Date Retirement Fund | — | — | — | $3.6M | 1.6% | |
| Fidelity Advisor Total Bond Z | — | — | — | $3.5M | 1.5% | |
| American Funds American Funds 2055 Target Date Retirement Fund | — | — | — | $3.3M | 1.5% | |
| Victory Sycamore Established Value Fund R6 | — | — | — | $3.3M | 1.4% | |
| American Funds American Funds 2020 Target Date Retirement Fund | — | — | — | $3.1M | 1.4% | |
| Vanguard Funds Vanguard Small Cap Index Fund Admiral | — | — | — | $3.0M | 1.3% | |
| American Funds American Funds 2045 Target Date Retirement Fund | — | — | — | $2.8M | 1.3% | |
| American Funds American Funds 2035 Target Date Retirement Fund | — | — | — | $2.3M | 1.0% | |
| Vanguard Funds Vanguard Mid Cap Index Fund Admiral | — | — | — | $2.2M | 1.0% | |
| Federated Funds Federated Hermes Institutional High Yield Bond Fund R6 | — | — | — | $2.1M | 0.9% | |
| Common Trust Fund * Participants Notes receivable from participants—various maturities through 2032; balance collateralized by participant account, interest rates | — | — | — | $2.1M | 0.9% | |
| Vanguard Funds Vanguard Inflation Protected Securities Fund | — | — | — | $2.0M | 0.9% | |
| PIMCO Institutional Income Fund | — | — | — | $1.9M | 0.8% | |
| American Funds American Funds 2015 Target Date Retirement Fund | — | — | — | $449K | 0.2% | |
| American Funds American Funds 2010 Target Date Retirement Fund | — | — | — | $252K | 0.1% |