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Original filing (PDF)20251013091046NAL0001012865001
BHI ENERGY SERVICES LLC
Form 5500
FILING_RECEIVED
BHI ENERGY 401(K) AND PROFIT SHARING PLAN
401(k) retirement plan
Active participants
770
Accounts w/ balance
1,618
Plan assets (EOY)
$129.4M
Net assets (EOY)
$129.4M
How this plan invests
This plan
1 pooled trust
Schedule D
60 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 (1 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BHI ENERGY SERVICES LLC.
Plan sponsor
Name
BHI ENERGY SERVICES LLC
EIN
85-3926225
Address
141 LONGWATER DR · SUITE 113 · NORWELL, MA · 02061
Phone
(412) 374-4111
Industry
All Other Professional 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
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BRITT & COMPANY CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$91K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | 26-0058143 | — | INVESTMENT ADVISOR | $63K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRITT & COMPANY CPA LLC | 45-0604259 | — | ACCOUNTANT/AUDITOR | $22K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COZEN O'CONNOR 7885 | 23-1732832 | — | ATTORNEY/LEGAL | $21K | — |
Investments
60 direct securities · 1 pooled fund· $265.9M(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
$260.3M
60 holdings
Common Collective Trust
$5.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Contrafund K Shares of Registered Investment Companies | — | — | — | $47.6M | 36.8% | |
| Fidelity Contrafund K Shares of Registered Investment Companies | — | — | — | $38.5M | 29.7% | |
| Fidelity 500 Index Institutional Shares of Registered Investment Companies | — | — | — | $19.6M | 15.2% | |
| Fidelity 500 Index Institutional Shares of Registered Investment Companies | — | — | — | $19.5M | 15.1% | |
| Common Collective trust * Fidelity Managed Income Portfolio Stable Value Fund | — | — | — | $7.4M | 5.8% | |
| Fidelity Balanced Shares of Registered Investment Companies | — | — | — | $7.1M | 5.5% | |
| Fidelity Balanced K Shares of Registered Investment Companies | — | — | — | $7.0M | 5.4% | |
| Fidelity Freedom 2030 Shares of Registered Investment Companies | — | — | — | $6.0M | 4.6% | |
| Common Collective trust * Fidelity Managed Income Portfolio Stable Value Fund | — | — | — | $5.6M | 4.3% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $5.6M | 4.3% | |
| MassMutual Select Mid Cap Growth R4 Shares of Registered Investment Companies | — | — | — | $5.3M | 4.1% | |
| Fidelity Freedom 2025 Shares of Registered Investment Companies | — | — | — | $5.2M | 4.0% | |
| Fidelity Freedom 2035 Shares of Registered Investment Companies | — | — | — | $5.0M | 3.8% | |
| Fidelity Freedom 2035 K6 Shares of Registered Investment Companies | — | — | — | $4.8M | 3.7% | |
| MassMutual Select Mid Cap Growth R4 Shares of Registered Investment Companies | — | — | — | $4.7M | 3.6% | |
| Fidelity Freedom 2030 K6 Shares of Registered Investment Companies | — | — | — | $4.2M | 3.3% | |
| Fidelity Freedom 2025 K6 Shares of Registered Investment Companies | — | — | — | $4.1M | 3.1% | |
| Fidelity Diversified International Shares of Registered Investment Companies | — | — | — | $3.5M | 2.7% | |
| Fidelity Telecom And Utilities Shares of Registered Investment Companies | — | — | — | $3.4M | 2.6% | |
| Blackrock Total Return Class A Shares of Registered Investment Companies | — | — | — | $3.4M | 2.6% | |
| Fidelity Freedom 2020 Shares of Registered Investment Companies | — | — | — | $3.2M | 2.5% | |
| Fidelity Telecom and Utilities Shares of Registered Investment Companies | — | — | — | $3.2M | 2.4% | |
| Blackrock Total Return Class A Shares of Registered Investment Companies | — | — | — | $3.0M | 2.3% | |
| Fidelity Freedom 2040 Shares of Registered Investment Companies | — | — | — | $2.9M | 2.2% | |
| Fidelity Freedom 2040 K6 Shares of Registered Investment Companies | — | — | — | $2.8M | 2.2% | |
| Fidelity Diversified International Shares of Registered Investment Companies | — | — | — | $2.7M | 2.1% | |
| Fidelity Freedom 2045 Shares of Registered Investment Companies | — | — | — | $2.4M | 1.9% | |
| Fidelity Freedom 2045 K6 Shares of Registered Investment Companies | — | — | — | $2.4M | 1.8% | |
| Fidelity U.S. Bond Index Premium Shares of Registered Investment Companies | — | — | — | $2.3M | 1.8% | |
| Fidelity Freedom 2020 K6 Shares of Registered Investment Companies | — | — | — | $2.3M | 1.8% | |
| Fidelity Extended Market Index Shares of Registered Investment Companies | — | — | — | $2.2M | 1.7% | |
| Fidelity Extended Market Index Investor Shares of Registered Investment Companies | — | — | — | $2.2M | 1.7% | |
| Fidelity U.S. Bond Index Shares of Registered Investment Companies | — | — | — | $2.1M | 1.6% | |
| Fidelity Freedom 2050 Shares of Registered Investment Companies | — | — | — | $1.7M | 1.3% | |
| Fidelity Freedom 2055 Shares of Registered Investment Companies | — | — | — | $1.7M | 1.3% | |
| Fidelity Freedom 2050 K6 Shares of Registered Investment Companies | — | — | — | $1.5M | 1.1% | |
| Fidelity Freedom 2055 K6 Shares of Registered Investment Companies | — | — | — | $1.5M | 1.1% | |
| MFS Mid Cap Value R3 Shares of Registered Investment Companies | — | — | — | $1.3M | 1.0% | |
| Fidelity Freedom 2060 Shares of Registered Investment Companies | — | — | — | $1.3M | 1.0% | |
| MFS Mid Cap Value R3 Shares of Registered Investment Companies | — | — | — | $1.2M | 0.9% | |
| Fidelity International Index Investor Shares of Registered Investment Companies | — | — | — | $1.1M | 0.9% | |
| JP Morgan Equity Income R3 Shares of Registered Investment Companies | — | — | — | $1.0M | 0.8% | |
| Fidelity Freedom 2015 Shares of Registered Investment Companies | — | — | — | $1.0M | 0.8% | |
| Fidelity Freedom 2060 K6 Shares of Registered Investment Companies | — | — | — | $985K | 0.8% | |
| Jp Morgan Equity Income R3 Shares of Registered Investment Companies | — | — | — | $914K | 0.7% | |
| Fidelity Freedom Income Shares of Registered Investment Companies | — | — | — | $909K | 0.7% | |
| Fidelity International Index Shares of Registered Investment Companies | — | — | — | $894K | 0.7% | |
| Notes Receivable from Participants (participant loans) Participant loans, various maturity terms up to five years interest at 5.25% to 10.50% | — | — | — | $887K | 0.7% | |
| Fidelity Freedom Inc K6 Shares of Registered Investment Companies | — | — | — | $850K | 0.7% | |
| Fidelity Freedom 2015 K6 Shares of Registered Investment Companies | — | — | — | $727K | 0.6% | |
| Loomis Small Cap Growth IS Shares of Registered Investment Companies | — | — | — | $670K | 0.5% | |
| AS Special Small Cap Val IS Shares of Registered Investment Companies | — | — | — | $666K | 0.5% | |
| Loomis Small Cap Growth IS Shares of Registered Investment Companies | — | — | — | $596K | 0.5% | |
| AS Special Small Cap Val Is Shares of Registered Investment Companies | — | — | — | $540K | 0.4% | |
| Fidelity Freedom 2065 Shares of Registered Investment Companies | — | — | — | $500K | 0.4% | |
| Notes Receivable from Participants (participant loans) Participant loans, various maturity terms up to five years interest at 5.25% to 10.50% | — | — | — | $497K | 0.4% | |
| Fidelity Freedom 2010 Shares of Registered Investment Companies | — | — | — | $457K | 0.4% | |
| Fidelity Freedom 2010 K6 Shares of Registered Investment Companies | — | — | — | $374K | 0.3% | |
| Fidelity Freedom 2065 K6 Shares of Registered Investment Companies | — | — | — | $346K | 0.3% | |
| Fidelity Freedom 2005 Shares of Registered Investment Companies | — | — | — | $249K | 0.2% | |
| [X] (1) Corrected Program Correction Program Prohibited Transaction Exemption 2002-51 $ 33,771 - | — | — | — | $34K | <0.1% |