ADAM Histed signed BWXT Investment Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BWXT Investment Company's EIN is 72-1172705.
Download the official 2024 Form 5500 (PDF) for BWXT Investment Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BWXT Investment Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $402K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON INVESTMENTS USA INC | 36-3109431 |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VFTC INSTITUTIONAL 500 INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $228.5M | 14.9% | |
| VFTC RETIREMENT SAVINGS TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5455475 / PN 023 | Common Collective Trust | — | — | $122.2M | 8.0% | |
| Vanguard Institutional Extended Market Index Trust D — | Common Collective Trusts | — | — | $120.0M | 7.8% | |
| VFTC INSTNL EXTENDED MKT IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $120.0M | 7.8% | |
| Company Stock Fund BWXT Common Stock Fund — | Common Stocks | — | — | $111.6M | 7.3% | |
| VFTC TARGET RET 2035 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $99.3M | 6.5% | |
| WILLIAM BLAIR LARGE CAP GROWTH COLL GLOBAL TRUST COMPANY · EIN 27-6331814 / PN 015 | Common Collective Trust | — | — | $99.2M | 6.5% | |
| VFTC TARGET RET 2045 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $94.9M | 6.2% | |
| VFTC TARGET RET 2050 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $78.2M | 5.1% | |
| VFTC TARGET RET 2030 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $77.4M | 5.0% | |
| VFTC TARGET RET 2025 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $71.6M | 4.7% | |
| VFTC TARGET RET 2040 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $68.9M | 4.5% | |
| Diamond Hill Large Cap Fund; Class Y — | Other securities | — | — | $59.2M | 3.9% | |
| VFTC TARGET RET 2055 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $51.5M | 3.3% | |
| VFTC INSTL TOTAL BOND MKT IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $50.7M | 3.3% | |
| Vanguard Institutional Total International Stock Market Index Trust D — | Common Collective Trusts | — | — | $38.3M | 2.5% | |
| VFTC INSTL TOT INTRNL STK MKT IDX T VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $38.3M | 2.5% | |
| VFTC TARGET RET INCOME TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $32.9M | 2.1% | |
| VFTC TARGET RET 2060 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $32.1M | 2.1% | |
| EARNEST PARTNERS SMID CAP CORE FUND SEI TRUST COMPANY · EIN 26-4377500 / PN 041 | Common Collective Trust | — | — | $30.8M | 2.0% | |
| VFTC TARGET RET 2020 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $23.7M | 1.5% | |
| Notes Receivable from Participants: — * Notes Receivable Interest Rates at 3.25 - 9.50%, with maturities through 2044 $ — | Bonds / Notes | — | — | $14.9M | 1.0% | |
| VFTC TARGET RET 2065 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $11.8M | 0.8% | |
| Carillon Reams Core Plus Bond Fund; Class R6 — | Other securities | — | — | $7.7M | 0.5% | |
| GQG INTERNATIONAL CIT GQG PARTNERS, LL · EIN 82-6253445 / PN 001 | Common Collective Trust | — | — | $6.8M | 0.4% | |
| VFTC TARGET RET 2070 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $3.0M | 0.2% | |
| VFTC TARGET RET INCOME AND GROWTH T VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6418227 / PN 001 | Common Collective Trust | — | — | $626K | <0.1% | |
| Vanguard Federal Money Market Fund $ — $ | Mutual Funds | — | — | $429K | <0.1% | |
| CARDINAL CAPITAL SMID CAP CIT; FD CARDINAL CAPITAL · EIN 82-5482374 / PN 115 | Common Collective Trust | — | — | $0 | <0.1% | |
| T.R PRICE BLUE CHIP; T2 CL T. ROWE PRICE · EIN 80-0470272 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| WELLS FARGO DISCOVERY CIT; CLASS E2 WELLS FARGO · EIN 45-7019649 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $135K |
| — |
| BAUKNIGHT PIETRAS & STORMER PA | 57-0940019 | — | NONE | $26K | — |
