Back to filter
Original filing (PDF)20251013133702NAL0002096704001
AMENTUM SERVICES, INC.
Form 5500
FILING_RECEIVED
AMENTUM 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
7 service providers
Active participants
30,412
Accounts w/ balance
39,270
Plan assets (EOY)
$2.5B
Net assets (EOY)
$2.5B
How this plan invests
This plan
21 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 11 bps in Schedule C fees — 115% above peer band of 5 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMENTUM SERVICES, INC..
Plan sponsor
Name
AMENTUM SERVICES, INC.
EIN
27-1628265
Address
4800 WESTFIELDS BLVD · SUITE 400 · CHANTILLY, VA · 20151
Phone
(301) 944-3100
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
2025-10-13
Pension benefit codes
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $913K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST | 26-0058143 | — | INVESTMENT ADVISOR | $630K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $466K | — |
| MERCER INVESTMENTS LLC | 36-2668272 | — | CONSULTANT | $76K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 39-0859910 | — | ACCOUNTANT/AUDITOR | $165K | — |
| APRIO | 57-1157523 | — | ACCOUNTANT/AUDITOR | $61K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WINSTON & STRAWN, LLP | 36-1975990 | — | ATTORNEY/LEGAL | $371K | — |
Investments
26 direct securities · 21 pooled funds· $4.1B(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
$2.2B
26 holdings
Common Collective Trust
$1.9B
21 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Premium Class Mutual Funds * Fidelity Investments Fidelity 500 Index N/R | — | — | — | $336.8M | 13.5% | |
| Common Collective Trusts * Fidelity Institutional Asset Fidelity Freedom Blend 2030 T N/R | — | — | — | $264.2M | 10.6% | |
| FID FRDM BLND 2030 T FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $264.2M | 10.6% | |
| FID GROWTH CO POOL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $232.9M | 9.3% | |
| Company * Fidelity Institutional Asset Fidelity Freedom Blend 2035 T N/R | — | — | — | $215.1M | 8.6% | |
| FID FRDM BLND 2035 T FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $215.1M | 8.6% | |
| Management Trust Company * Fidelity Institutional Asset Fidelity Freedom Blend 2025 T N/R | — | — | — | $209.4M | 8.4% | |
| FID FRDM BLND 2025 T FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $209.4M | 8.4% | |
| Management Trust Company * Fidelity Institutional Asset Fidelity Freedom Blend 2040 T N/R | — | — | — | $174.3M | 7.0% | |
| FID FRDM BLND 2040 T FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $174.3M | 7.0% | |
| Management Trust Company * Fidelity Institutional Asset Fidelity Freedom Blend 2045 T N/R | — | — | — | $167.6M | 6.7% | |
| FID FRDM BLND 2045 T FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $167.6M | 6.7% | |
| Management Trust Company * Fidelity Institutional Asset Fidelity Freedom Blend 2050 T N/R | — | — | — | $127.2M | 5.1% | |
| FID FRDM BLND 2050 T FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $127.2M | 5.1% | |
| Management Trust Company * Fidelity Institutional Asset Fidelity Freedom Blend 2020 T N/R | — | — | — | $87.7M | 3.5% | |
| FID FRDM BLND 2020 T FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $87.7M | 3.5% | |
| Management Trust Company * Fidelity Institutional Asset Fidelity Freedom Blend 2055 T N/R | — | — | — | $85.5M | 3.4% | |
| FID FRDM BLND 2055 T FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $85.5M | 3.4% | |
| Fidelity Management Trust Fidelity Managed Income Portfolio II N/R | — | — | — | $76.8M | 3.1% | |
| MIP II CL 3 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $72.4M | 2.9% | |
| Company Commingled Ameriprise Trust Company Columbia Trust Dividend Income N/R | — | — | — | $61.7M | 2.5% | |
| COL DIV INC INST 300 AMERIPRISE TRUST COMPANY · EIN 87-1854339 / PN 090 | Common Collective Trust | — | — | $61.7M | 2.5% | |
| Fund Institutional 300 * Fidelity Institutional Asset Fidelity Freedom Blend 2060 T N/R | — | — | — | $49.7M | 2.0% | |
| FID FRDM BLND 2060 T FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $49.7M | 2.0% | |
| BTC TOTAL RET BOND M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 47-1236644 / PN 001 | Common Collective Trust | — | — | $44.6M | 1.8% | |
| Company * Participant Loans Interest rates: 4.25% - 9.50% N/R | — | — | — | $41.3M | 1.7% | |
| Fidelity Investments Fidelity Total International Index N/R | — | — | — | $41.1M | 1.6% | |
| Fidelity Investments Fidelity Extended Market Index N/R | — | — | — | $39.8M | 1.6% | |
| Self-Directed Brokerage Account * Fidelity Management Trust Self-Directed Brokerage Account N/R | — | — | — | $36.9M | 1.5% | |
| American Funds American Funds EuroPacific Growth N/R | — | — | — | $30.8M | 1.2% | |
| N.A. Great Gray Trust Company, MassMutual Small Cap Growth N/R | — | — | — | $28.0M | 1.1% | |
| MM SEL SMCP GR EQ R3 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271375 / PN 756 | Common Collective Trust | — | — | $28.0M | 1.1% | |
| Fund * Fidelity Investments Fidelity US Bond Index N/R | — | — | — | $23.3M | 0.9% | |
| LLC Equity CIT Fee Class R3 * Fidelity Institutional Asset Fidelity Freedom Blend 2015 T N/R | — | — | — | $21.8M | 0.9% | |
| FID FRDM BLND 2015 T FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $21.8M | 0.9% | |
| Victory Sycamore Victory Sycamore Established Value N/R | — | — | — | $21.5M | 0.9% | |
| Management Trust Company * Fidelity Institutional Asset Fidelity Freedom Blend 2065 T N/R | — | — | — | $20.8M | 0.8% | |
| FID FRDM BLND 2065 T FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $20.8M | 0.8% | |
| Money Market Fund * Fidelity Investments Fidelity Government Money Market | — | — | — | $16.2M | 0.7% | |
| BR MIDCAP GR EQ T GREAT GRAY TRUST COMPANY · EIN 38-4139851 / PN 629 | Common Collective Trust | — | — | $15.7M | 0.6% | |
| Fund T * Fidelity Institutional Asset Fidelity Freedom Blend 2010 T N/R | — | — | — | $10.0M | 0.4% | |
| FID FRDM BLND 2010 T FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 087 | Common Collective Trust | — | — | $10.0M | 0.4% | |
| Fund Class R6 Allspring Special Small Cap Value N/R | — | — | — | $9.4M | 0.4% | |
| Management Trust Company * Fidelity Institutional Asset Fidelity Freedom Blend Income T N/R | — | — | — | $5.6M | 0.2% | |
| FID FRDM BLEND INC T FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $5.6M | 0.2% | |
| FID FRDM BLND 2005 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 086 | Common Collective Trust | — | — | $0 | <0.1% | |
| BR MIDCAP GR EQ T BLACKROCK INSTITUTIONAL TRUST CO NA · EIN 86-1246908 / PN 629 | Common Collective Trust | — | — | $0 | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Engineering Services plans
KIMLEY HORN AND ASSOCIATES, INC.
KIMLEY-HORN AND ASSOCIATES, INC. RETIREMENT SAVINGS AND PENSION PLAN
$2.3B · 8,317 participants
STANTEC CONSULTING SERVICES INC.
STANTEC 401(K) PLAN
$2.3B · 12,098 participants
PARSONS CORPORATION
PARSONS CORPORATION RETIREMENT SAVINGS PLAN
$2.3B · 10,546 participants
ARCADIS U.S., INC.
ARCADIS U.S., INC. RETIREMENT SAVINGS PLAN
$2.3B · 7,359 participants
BLACK & VEATCH HOLDING COMPANY
BLACK & VEATCH RETIREMENT PROGRAM
$2.7B · 7,191 participants
HNTB HOLDINGS LTD.
HNTB OWNERSHIP PLAN
$2.2B · 6,881 participants
Large plans in Virginia
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B
LEIDOS, INC.
LEIDOS, INC. MASTER TRUST
$12.5B