Back to filter
Original filing (PDF)20251030144726NAL0001657299001
BVH, INC.
Form 5500
FILING_RECEIVED
BLACK & VEATCH RETIREMENT PROGRAM
401(k) retirement plan
Signals · 4
42% in single holding29% employer stockNo recordkeeper disclosed27 service providers
Active participants
7,022
Accounts w/ balance
10,352
Plan assets (EOY)
$3.0B
Net assets (EOY)
$3.0B
How this plan invests
This plan
2 pooled trusts
Schedule D
6 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
54
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Plan's interest in Black & Veatch Master Trust Interest in Master Trust" is 42% of plan.
- 29% of plan in employer / sponsor stock.
- 6 bps in Schedule C fees — modestly above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BVH, INC..
Plan sponsor
Name
BVH, INC.
EIN
47-1888435
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
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-30
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)
27 rowsOther
27Investments
5 direct securities · 2 pooled funds· $4.3B(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
$2.5B
5 holdings
Master Trust
$1.8B
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACK & VEATCH MASTER TRUST BVH, INC. · EIN 47-1888435 / PN 301 | Master Trust | — | — | $1.8B | 58.8% | |
| BVHI Company Common Stock Common Stock, 3,462,793 shares | — | — | $3.5M | $1.2B | 40.7% | |
| BLACK & VEATCH CO STOCK Employer Securities | — | — | — | $1.2B | 40.5% | |
| Notes Receivable from Participants Various participants, interest rates ranging from 4.25% to 10.50% | — | — | — | $14.0M | 0.5% | |
| PARTICIPANT LOANS (4.25% - 10.50%) | — | — | — | $14.0M | 0.5% | |
| BLACK & VEATCH PRE99 CO STOCK Employer Securities | — | — | — | $6.6M | 0.2% | |
| BLACK & VEATCH MSTER TR BLACK & VEATCH HOLDING COMPANY · EIN 43-1603954 / PN 301 | Master Trust | — | — | $0 | <0.1% |