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Original filing (PDF)20251012081122NAL0000049139001
BALFOUR BEATTY LLC
Form 5500
FILING_RECEIVED
BALFOUR BEATTY LLC 401(K) PLAN
401(k) retirement plan
Active participants
1,853
Accounts w/ balance
975
Plan assets (EOY)
$82.3M
Net assets (EOY)
$82.3M
How this plan invests
This plan
22 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
80
Knocking points off
- 53% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BALFOUR BEATTY LLC.
Plan sponsor
Name
BALFOUR BEATTY LLC
EIN
13-3015770
Address
3100 MCKIINNON ST FL 6 · DALLAS, TX · 75201
Phone
(214) 549-1284
Industry
Constructionsee 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
2025-10-12
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $99K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COHNREZNICK LLP | — | BOSTON, MA | AUDITOR | $27K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | OTHER | $30K | — |
Investments
9 direct securities · 22 pooled funds· $82.3M(100% 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
$31.1M
9 holdings
Pooled Separate Account
$27.6M
9 holdings
Common Collective Trust
$23.6M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Empower Guaranteed Income Fund Guaranteed investment contract | — | — | — | $17.6M | 21.4% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $8.8M | 10.7% | |
| DRYDEN S&P 500 INDEX FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | — | $6.2M | 7.5% | |
| Vanguard Total ST Mark IDX ADM Mutual fund | — | — | — | $5.3M | 6.4% | |
| T.ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $4.9M | 6.0% | |
| LARGE CAP BLEND / MFS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 177 | Pooled Separate Account | — | — | $4.2M | 5.1% | |
| T.ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $3.7M | 4.5% | |
| T.ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $3.0M | 3.6% | |
| T.ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $2.8M | 3.3% | |
| T.ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $2.5M | 3.0% | |
| Boston Financial Data Oakmark Equity and Income Investor Mutual fund | — | — | — | $2.2M | 2.7% | |
| T.ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $2.2M | 2.7% | |
| SA/T. ROWE PRICE EQUITY INCOME STRA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 265 | Pooled Separate Account | — | — | $2.1M | 2.6% | |
| SMALL CAP GROWTH / TIMESSQUARE FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 132 | Pooled Separate Account | — | — | $2.0M | 2.5% | |
| MID CAP GROWTH / WESTFIELD CAPITAL EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 560 | Pooled Separate Account | — | — | $1.9M | 2.4% | |
| Vanguard Selected Val Inv Mutual fund | — | — | — | $1.9M | 2.3% | |
| T.ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $1.5M | 1.8% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $1.4M | 1.7% | |
| maturing at various dates; secured by participant account balance | — | — | — | $1.2M | 1.5% | |
| Vanguard Total Stock Admi Ral Mutual fund | — | — | — | $1.1M | 1.3% | |
| T ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $1.1M | 1.3% | |
| INTNL BLEND (SUB-ADV BY WELLINGTON EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 349 | Pooled Separate Account | — | — | $1.0M | 1.2% | |
| Columbia Sm Cap Val II Z Fund Mutual fund | — | — | — | $981K | 1.2% | |
| T.ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $978K | 1.2% | |
| T.ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $772K | 0.9% | |
| Vanguard Total bond Index Mutual fund | — | — | — | $560K | 0.7% | |
| Pimco Real Return FD Inst Mutual fund | — | — | — | $325K | 0.4% | |
| T ROWE PRICE RETIREMENT 2065 TR A T. ROWE PRICE COLLECTIVE TRUSTS · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $218K | 0.3% | |
| T.ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $29K | <0.1% | |
| T.ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $12K | <0.1% | |
| LARGE CAP GROWTH III FUND (AMERCENT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 435 | Pooled Separate Account | — | — | $0 | <0.1% |
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