Black & Veatch Retirement Program
Sponsored by Bvh, Inc. · EIN 471888435 · Plan #002
- Total assets
- $3.0B
- Net assets
- $3.0B
- Active participants
- 7,022
- With balances
- 10,352
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Kwmg, Llc CRD 170293 | deterministic · 100% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Dynamic Wealth Advisors CRD 169792 | deterministic · 100% | 2024 |
| Signature Investment Advisors, Llc CRD 160715 | deterministic · 100% | 2024 |
| Glass Lakes Capital Management Llc CRD 290064 | deterministic · 100% | 2024 |
| Steelpeak Wealth, Llc CRD 165168 | deterministic · 100% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Optima Capital Management Llc CRD 306036 | deterministic · 100% | 2024 |
| Envestnet Asset Management, Inc. CRD 111694 | deterministic · 100% | 2024 |
| Rda Financial Network, Inc. CRD 147309 | deterministic · 100% | 2024 |
| Cetera Investment Advisers Llc CRD 105644 | deterministic · 100% | 2024 |
| Flexible Plan Investments Ltd CRD 110762 | deterministic · 100% | 2024 |
| Nations Financial Group, Inc. CRD 44181 | deterministic · 100% | 2024 |
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
| Modera Wealth Management, Llc CRD 155649 | deterministic · 100% | 2024 |
| Howard Capital Management, Llc CRD 118070 | deterministic · 100% | 2024 |
| The Etf Store, Inc. CRD 148229 | deterministic · 100% | 2024 |
| Intellicents Investment Solutions Inc CRD 107498 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kwmg Llc | Investment advisory (participants), Direct payment from the plan | $715,138 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $472,953 |
| Greatbanc Trust Company | Investment management, Direct payment from the plan | $147,000 |
| Creative Planning Llc | Investment advisory (participants), Direct payment from the plan | $91,633 |
| Creative Planning Holdco Llc | Investment management, Direct payment from the plan | $68,688 |
| Dynamic Wealth Advisors | Investment advisory (participants), Direct payment from the plan | $34,734 |
| Signature Investment Advisors | Investment advisory (participants), Direct payment from the plan | $30,600 |
| Glass Lakes Capital Management | Investment advisory (participants), Direct payment from the plan | $30,266 |
| Steelpeak Wealth Llc | Investment advisory (participants), Direct payment from the plan | $28,685 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $28,369 |
| Morningstar Investment Service | Investment advisory (participants), Direct payment from the plan | $27,003 |
| Optima Capital Management Llc | Investment advisory (participants), Direct payment from the plan | $26,578 |
| Pickett Chaney & Mcmullen Llp | Accounting, Direct payment from the plan | $26,150 |
| Envestnet Asset Management Inc | Investment advisory (participants), Direct payment from the plan | $25,546 |
| Rda Financial Network Inc | Investment advisory (participants), Direct payment from the plan | $20,118 |
| Computershare Inc. | Investment management, Direct payment from the plan | $17,000 |
| Cetera Investment Advisers Llc | Investment advisory (participants), Direct payment from the plan | $14,438 |
| Flexible Plan Investments Ltd | Investment advisory (participants), Direct payment from the plan | $12,071 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $11,767 |
| Nations Financial Group Inc | Investment advisory (participants), Direct payment from the plan | $11,224 |
| Brinker Capital Investments Ll | Investment advisory (participants), Direct payment from the plan | $9,691 |
| Lpl Financial Llc | Investment advisory (participants), Direct payment from the plan | $9,340 |
| Modera Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $9,067 |
| Howard Capital Management Inc | Investment advisory (participants), Direct payment from the plan | $9,010 |
| The Etf Store Inc | Investment advisory (participants), Direct payment from the plan | $5,541 |
| Intellicents Investment | Investment advisory (participants), Direct payment from the plan | $5,361 |
| Capital Mgmt Services Inc | Investment advisory (participants), Direct payment from the plan | $5,318 |