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Original filing (PDF)20250930161750NAL0016725011001
BRISTOW GROUP INC.
Form 5500
FILING_RECEIVED
BRISTOW GROUP INC. EMPLOYEE SAVINGS & RETIREMENT PLAN
401(k) retirement plan
Active participants
618
Accounts w/ balance
1,029
Plan assets (EOY)
$189.5M
Net assets (EOY)
$189.5M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRISTOW GROUP INC..
Plan sponsor
Name
BRISTOW GROUP INC.
EIN
72-0679819
Address
3151 BRIARPARK DRIVE, SUITE 700 3RD · HOUSTON, TX · 77042
Phone
(713) 267-7600
Industry
Transportation & Warehousingsee 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
2025-09-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WEINSTEIN SPIRA & COMPANY, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $20K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $22K | — |
| QDRO CONSULTANTS CO LLC | — | MEDINA, OH | OTHER | $300 | — |
Investments
28 direct securities· $189.4M(100% of reported assets)
Uncategorized
$145.9M
27 holdings
Mutual Funds
$43.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s: (1) Fidelity Investments Fidelity 500 Index Fund | Mutual Funds | — | — | $43.4M | 22.9% | |
| Putnam Investments Putnam Large Cap Growth Index Fund | — | — | — | $22.2M | 11.7% | |
| American Funds American Funds 2035 Target Date Fund | — | — | — | $17.4M | 9.2% | |
| American Funds American Funds 2030 Target Date Fund | — | — | — | $12.7M | 6.7% | |
| American Funds American Funds 2045 Target Date Fund | — | — | — | $10.5M | 5.5% | |
| American Funds American Funds 2025 Target Date Fund | — | — | — | $10.0M | 5.3% | |
| American Funds American Funds 2040 Target Date Fund | — | — | — | $8.7M | 4.6% | |
| Contract Account: (2) * Empower Capital Management, LLC Empower Investments Fixed Account - Series III | — | — | — | $7.5M | 3.9% | |
| American Funds American Funds 2050 Target Date Fund | — | — | — | $6.9M | 3.6% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $6.2M | 3.3% | |
| American Funds American Funds American Balanced Fund | — | — | — | $5.7M | 3.0% | |
| Massachusetts Financial Services Company International Intrinsic Value Fund | — | — | — | $4.3M | 2.3% | |
| Vanguard Group Inc. Vanguard Explorer Fund | — | — | — | $3.6M | 1.9% | |
| Fidelity Investments Fidelity US Bond Index Fund | — | — | — | $3.3M | 1.7% | |
| Charles Schwab & Co., Inc. Self Directed Brokerage Account: (1) | — | — | — | $3.1M | 1.7% | |
| J.P. Morgan Investment Management, Inc. J.P. Morgan Equity Income Fund | — | — | — | $3.1M | 1.6% | |
| American Funds American Funds 2055 Target Date Fund | — | — | — | $3.1M | 1.6% | |
| Vanguard Group Inc. Vanguard Target Retirement 2020 Fund | — | — | — | $2.8M | 1.5% | |
| Metropolitan West Asset Management, LLC Metropolitan West Total Return Bond Fund | — | — | — | $2.6M | 1.4% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $2.3M | 1.2% | |
| Fidelity Investments Fidelity Mid Cap Growth Index Fund | — | — | — | $2.0M | 1.1% | |
| Fidelity Investments Fidelity International Index Fund | — | — | — | $1.8M | 1.0% | |
| various dates through February 2052. | — | — | — | $1.7M | 0.9% | |
| Vanguard Group Inc. Vanguard Target Retirement Income Fund | — | — | — | $1.6M | 0.9% | |
| Invesco Advisers, Inc. Invesco Developing Markets Fund | — | — | — | $862K | 0.5% | |
| American Century Investments American Century Mid Cap Value Fund | — | — | — | $825K | 0.4% | |
| American Funds American Funds 2060 Target Date Fund | — | — | — | $653K | 0.3% | |
| Macquire Asset Management US Small Cap Value Equity Fund | — | — | — | $592K | 0.3% |