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Original filing (PDF)20250730143428NAL0002003827001
BUREAU VERITAS HOLDINGS, INC.
Form 5500
FILING_RECEIVED
BUREAU VERITAS INDUSTRIES & FACILITIES 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
4,286
Accounts w/ balance
5,097
Plan assets (EOY)
$289.5M
Net assets (EOY)
$289.5M
How this plan invests
This plan
9 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
85
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 18 bps in Schedule C fees — 77% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BUREAU VERITAS HOLDINGS, INC..
Plan sponsor
Name
BUREAU VERITAS HOLDINGS, INC.
EIN
13-3468812
Address
16800 GREENSPOINT PARK DRIVE · C/O HR SHARED SERVICES STE 300S · HOUSTON, TX · 77060
Phone
(281) 249-4500
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-30
Pension benefit codes
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)
2E · Profit-sharing
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $214K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $120K | — |
| NFP RETIREMENT | 33-0905143 | — | CONSULTANT | $50K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS P.C. | 43-1947695 | — | ACCOUNTANT/AUDITOR | $37K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WINSTON & STRAWN LLP | 36-1975990 | — | ATTORNEY/LEGAL | $91K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
20 direct securities · 9 pooled funds· $297.9M(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
$237.8M
20 holdings
Common Collective Trust
$60.1M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PIMCO RealPath Blend 2035 Institutional (1) | — | — | — | $30.1M | 10.4% | |
| LARGE CAP GR IV I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $24.5M | 8.5% | |
| PIMCO RealPath Blend 2045 Institutional | — | — | — | $23.7M | 8.2% | |
| Fidelity Investments Fidelity 500 Index | — | — | — | $23.6M | 8.2% | |
| PIMCO RealPath Blend 2025 Institutional | — | — | — | $20.4M | 7.0% | |
| PIMCO RealPath Blend Income Institutional | — | — | — | $19.2M | 6.6% | |
| PIMCO RealPath Blend 2050 Institutional | — | — | — | $18.7M | 6.4% | |
| PIMCO RealPath Blend 2030 Institutional | — | — | — | $17.7M | 6.1% | |
| PIMCO RealPath Blend 2040 Institutional | — | — | — | $16.4M | 5.7% | |
| PIMCO RealPath Blend 2055 Institutional | — | — | — | $13.3M | 4.6% | |
| Vanguard Balanced Index Admiral Fund | — | — | — | $10.1M | 3.5% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $10.0M | 3.5% | |
| Great Gray Trust Company International Growth Fund II Class I1 | — | — | — | $8.4M | 2.9% | |
| INTL GR II FEE I1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $8.4M | 2.9% | |
| Empower Guaranteed Income Fund | — | — | — | $8.3M | 2.9% | |
| Victory Established Value I Fund | — | — | — | $7.5M | 2.6% | |
| Vanguard Intermediate-Term Bond Index Admiral Fund | — | — | — | $5.3M | 1.8% | |
| iShares Russell iShares Russell Small/Mid Cap Index Fund | — | — | — | $5.2M | 1.8% | |
| MID CAP GROWTH I1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $5.0M | 1.7% | |
| CORE PLUS BOND I1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $4.6M | 1.6% | |
| SMALL CAP GR II I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $4.4M | 1.5% | |
| per annum and with maturities through August 2046. - | — | — | — | $4.4M | 1.5% | |
| SMALL CAP VAL II I1 GREAT GRAY TRUST COMPANY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $2.2M | 0.7% | |
| Fidelity Investments Fidelity International Index | — | — | — | $2.1M | 0.7% | |
| PIMCO Real Retirement Return Institutional Fund | — | — | — | $1.6M | 0.6% | |
| PIMCO RealPath Blend 2060 Institutional | — | — | — | $1.4M | 0.5% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $1.0M | 0.4% | |
| Fidelity Investments Government Money Market Fund | — | — | — | $364K | 0.1% | |
| FH CAP PRESRVN R6P FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |