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Original filing (PDF)20251009141553NAL0006707905001
FOSTER WHEELER, INC.
Form 5500
FILING_RECEIVED
FOSTER WHEELER INC. PENSION PLAN FOR CERTAIN EMPLOYEES
Defined-benefit pension plan
Signals · 1
6 service providers
Active participants
11
Accounts w/ balance
—
Plan assets (EOY)
$102.1M
Net assets (EOY)
$102.0M
How this plan invests
This plan
1 collective trust
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)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- 52 bps in Schedule C fees — 423% above peer band of 10 bps.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FOSTER WHEELER, INC..
Plan sponsor
Name
FOSTER WHEELER, INC.
EIN
22-3800664
Address
53 FRONTAGE ROAD · SHELBOURNE BLDG, SUITE 260 · HAMPTON, NJ · 08827
Phone
(281) 826-6788
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3H · Sponsor in controlled / affiliated group
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
WARREN AVERETT, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 13-2834414 | — | NONE | $329K | — |
| MERCER INVESTMENTS LLC | 30-0282430 | — | FIDUCIARY | $143K | — |
| PRINCIPAL | 51-0099493 | — | NONE | $23K | — |
| WARREN AVERETT, LLC | 45-4084437 | — | NONE | $14K | — |
| HAYNES AND BOONE, LLP | 75-1312888 | — | NONE | $13K | — |
| SLC MANAGEMENT | 84-3504508 | — | NONE | $12K | — |
Investments
1 pooled fund· $100.4M(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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| FOSTER WHEELER INC. MASTER TRUST FOSTER WHEELER, INC. · EIN 22-3800664 / PN 007 | Master Trust | $100.4M | 98.4% |