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Original filing (PDF)20250929100721NAL0011166737003
CH2M HILL BWXT WEST VALLEY, LLC
Form 5500
FILING_RECEIVED
WEST VALLEY SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
308
Accounts w/ balance
391
Plan assets (EOY)
$86.9M
Net assets (EOY)
$86.9M
How this plan invests
This plan
2 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (7 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CH2M HILL BWXT WEST VALLEY, LLC.
Plan sponsor
Name
CH2M HILL BWXT WEST VALLEY, LLC
EIN
90-0629675
Address
10282 ROCK SPRINGS ROAD · WEST VALLEY, NY · 141719499
Phone
(716) 942-4720
Industry
Admin Support & Waste Mgmtsee 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
2025-09-29
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)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DOPKINS & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INC | 95-2755361 | SANTA MONICA, CA | — | $51K | — |
| T. ROWE PRICE RPS INC | 52-1309931 | BALTIMORE, MD | — | $13K | — |
Investments
28 direct securities · 2 pooled funds· $86.9M(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
$71.4M
28 holdings
Common Collective Trust
$15.5M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | $15.4M | $15.4M | 17.7% | |
| Vanguard 500 Index Fund - 21,587 shares | — | — | $22K | $11.7M | 13.5% | |
| T. Rowe Price Growth Stock Fund - 108,135 shares | — | — | $108K | $11.4M | 13.1% | |
| T. Rowe Price Retirement 2030 Fund - 254,645 shares | — | — | $255K | $6.5M | 7.5% | |
| T. Rowe Price Retirement 2025 Fund - 282,817 shares | — | — | $283K | $4.7M | 5.4% | |
| T. Rowe Price Capital Appreciation Fund - 115,577 shares | — | — | $116K | $4.0M | 4.6% | |
| T. Rowe Price Retirement 2035 Fund - 184,283 shares | — | — | $184K | $3.9M | 4.5% | |
| T. Rowe Price New Horizons Fund - 67,903 shares | — | — | $68K | $3.8M | 4.4% | |
| T. Rowe Price Retirement 2040 Fund - 96,999 shares | — | — | $97K | $3.0M | 3.4% | |
| T. Rowe Price Retirement 2020 Fund - 157,068 shares | — | — | $157K | $2.9M | 3.4% | |
| JP Morgan Equity Income Fund - 101,444 shares | — | — | $101K | $2.4M | 2.8% | |
| T. Rowe Price Retirement 2055 Fund - 113,681 shares | — | — | $114K | $2.3M | 2.6% | |
| T. Rowe Price Retirement 2060 Fund - 121,295 shares | — | — | $121K | $2.0M | 2.3% | |
| T. Rowe Price Retirement 2045 Fund - 87,007 shares | — | — | $87K | $1.9M | 2.2% | |
| T. Rowe Price Small-Cap Value Fund - 28,210 shares | — | — | $28K | $1.5M | 1.7% | |
| T. Rowe Price Retirement 2050 Fund - 74,799 shares | — | — | $75K | $1.4M | 1.6% | |
| Vanguard Developed Markets Index Fund - 89,983 shares | — | — | $90K | $1.4M | 1.6% | |
| Vanguard Extended Market Index - 8,984 shares | — | — | $9K | $1.3M | 1.5% | |
| to 9.50% with various maturity dates) | — | — | — | $1.1M | 1.2% | |
| TCW Funds Fixed Income Fund - 94,010 shares | — | — | $94K | $893K | 1.0% | |
| T. Rowe Price U.S. Treasury Intermediate Fund - 151,166 shares | — | — | $151K | $750K | 0.9% | |
| T. Rowe Price High Yield Fund - 121,158 shares | — | — | $121K | $716K | 0.8% | |
| T. Rowe Price Retirement Balanced Fund - 53,180 shares | — | — | $53K | $705K | 0.8% | |
| Dimensional Funds Advisors Emerging Markets Core Equity Fund - 23,333 shares | — | — | $23K | $543K | 0.6% | |
| T. Rowe Price Retirement 2065 Fund - 27,899 shares | — | — | $28K | $359K | 0.4% | |
| T. Rowe Price Retirement 2010 Fund - 7,787 shares | — | — | $8K | $118K | 0.1% | |
| Principal Dividend Real Asset Fund - 7,624 shares | — | — | $8K | $85K | <0.1% | |
| TRP US TREASURY MONEY MARKET TRUST T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 004 | Common Collective Trust | — | $65K | $65K | <0.1% | |
| T. Rowe Price Retirement 2015 Fund - 2,830 shares | — | — | $3K | $36K | <0.1% | |
| T. Rowe Price Retirement 2005 Fund - 360 shares | — | — | — | $4K | <0.1% |