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Original filing (PDF)20250922143320NAL0002187139001
BECHTEL PLANT MACHINERY, INC.
Form 5500
FILING_RECEIVED
BECHTEL NR PROGRAM SAVINGS PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
1,224
Accounts w/ balance
1,646
Plan assets (EOY)
$433.4M
Net assets (EOY)
$433.3M
How this plan invests
This plan
1 pooled trust
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Interest Held in Master Trust Various (includes Registered Investment Companies, Self Directed Brokerage, etc.)" is 100% of plan.
Helping the score
- Below-peer total fees (4 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BECHTEL PLANT MACHINERY, INC..
Plan sponsor
Name
BECHTEL PLANT MACHINERY, INC.
EIN
94-3330445
Address
3500 TECHNOLOGY DRIVE · MONROEVILLE, PA · 15146
Phone
(412) 825-8903
Industry
Professional & Technical Servicessee all
Plan administrator
Name
BPMI BENEFITS & INVESTMENTS COMMITTEE
EIN
94-3330445
City
MONROEVILLE, PA
Phone
(412) 825-8903
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-22
Pension benefit codes
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
Audit & trust (Schedule H)
Auditor
SCHNEIDER DOWNS & CO., INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $72K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL ENGINES | 94-3250323 | — | ADVISOR | $82K | — |
Investments
2 direct securities · 1 pooled fund· $864.8M(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
$433.4M
2 holdings
Master Trust
$431.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Interest Held in Master Trust Various (includes Registered Investment Companies, Self Directed Brokerage, etc.) | — | — | — | $431.4M | 99.5% | |
| BECHTEL NR PROGRAM DC MASTER TRUST BECHTEL PLANT MACHINERY, INC. · EIN 45-3559445 / PN 001 | Master Trust | — | — | $431.4M | 99.5% | |
| 9.50%, maturing through 2035 - | — | — | — | $2.0M | 0.5% |