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Original filing (PDF)20240905142430NAL0035096784001

BLACK & VEATCH HOLDING COMPANY

Form 5500
FILING_RECEIVED
BLACK & VEATCH RETIREMENT PROGRAM
401(k) retirement plan
Signals · 2
No recordkeeper disclosed25 service providers
Active participants
7,191
Accounts w/ balance
10,328
Plan assets (EOY)
$2.7B
Net assets (EOY)
$2.7B
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)
88
/ 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
75
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
  • 6 bps in Schedule C fees — modestly above peer band of 5 bps.
  • No recordkeeper disclosed on Schedule C.
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 BLACK & VEATCH HOLDING COMPANY.
Plan sponsor
Name
BLACK & VEATCH HOLDING COMPANY
EIN
43-1603954
Address
11401 LAMAR AVE. · OVERLAND PARK, KS · 66211
Phone
(913) 458-2000
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-09-05
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2Q · S-corporation ESOP
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
PICKETT, CHANEY & MCMULLEN LLP
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

25 rows
Other
25
NameEINLocationRelationDirect compIndirect comp
KWMG LLC46-4580356—NONE$627K—
SCHWAB RETIREMENT PLAN SERVICES,INC34-1479833—NONE$473K—
GREATBANC TRUST COMPANY36-3681493—NONE$147K—
CREATIVE PLANNING LLC43-1270780—NONE$88K—
CREATIVE PLANNING HOLDCO LLC84-4519624—NONE$52K—
PICKETT CHANEY & MCMULLEN LLP48-1246310—NONE$25K—
GLASS LAKES CAPITAL MANAGEMENT82-2749909—NONE$24K—
MORNINGSTAR INVESTMENT SERVICE36-3297908—NONE$22K—
STEELPEAK WEALTH LLC46-1173026—NONE$21K—
FISHER INVESTMENTS20-2480800—NONE$21K—
OPTIMA CAPITAL MANAGEMENT LLC84-3178156—NONE$19K—
DYNAMIC WEALTH ADVISORS26-3945512—NONE$18K—
MODERA WEALTH MANAGEMENT LLC27-3774197—NONE$17K—
COMPUTERSHARE INC.04-3401714—NONE$16K—
CAPITAL MGMT SERVICES INC43-1410129—NONE$16K—
RDA FINANCIAL NETWORK INC20-3771932—NONE$16K—
SECURIAN FINANCIAL SERVICES IN41-1486060—NONE$11K—
FLEXIBLE PLAN INVESTMENTS LTD38-2340348—NONE$10K—
LPL FINANCIAL LLC95-2834236—NONE$8K—
ENVESTNET ASSET MANAGEMENT INC36-4319587—NONE$8K—
NATIONS FINANCIAL GROUP INC39-1909295—NONE$7K—
HOWARD CAPITAL MANAGEMENT INC76-0661984—NONE$7K—
BRINKER CAPITAL INVESTMENTS LL32-0070947—NONE$6K—
BUCKINGHAM STRATEGIC PARTNERS20-8307105—NONE$6K—
CHARLES SCHWAB & CO., INC.94-1737782—NONE$5K—

Investments

1 pooled fund· $1.6B(57% 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.

InvestmentTypeCurrent value% of plan
BLACK & VEATCH MSTER TR
BLACK & VEATCH HOLDING COMPANY · EIN 43-1603954 / PN 301
Master Trust
$1.6B57.2%