Amentum 401(K) Retirement Plan — Form 5500 plan (Amentum Services, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Amentum 401(K) Retirement Plan is a benefit plan reported by Amentum Services, Inc. under EIN 27-1628265 and plan number 001. The latest loaded filing year is 2023. The filing reports 32,523 participants and $2,194,066,026 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Amentum Services, Inc.
- EIN
- 27-1628265
- Plan number
- 001
- Plan type
- 2
- Location
- Chantilly, VA
- Latest filing year
- 2023
- Participants
- 32,523
- End-of-year plan assets
- $2,194,066,026
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 32,523 | H, C | 20241010203735NAL0021742129001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,194,066,026
- Total liabilities (EOY)
- $37
- Net assets (EOY)
- $2,194,065,989
- Net assets (BOY)
- $1,849,976,784
Income & contributions
- Employer contributions
- $70,517,282
- Participant contributions
- $169,399,265
- Total contributions
- $276,405,013
- Total income / additions
- $608,775,366
Expenses & distributions
- Benefits paid
- $264,036,969
- Administrative expenses
- $1,636,422
- Total expenses
- $266,042,374
- Net increase / (decrease)
- $342,732,992
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $823,596 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $249,793 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $192,639 | not reported in the loaded dataset | 2023 |
| Baker Tilly Us, Llp | ACCOUNTANT/AUDITOR | $179,582 | not reported in the loaded dataset | 2023 |
| Winston & Strawn, Llp | ATTORNEY/LEGAL | $150,287 | not reported in the loaded dataset | 2023 |
| Aprio | ACCOUNTANT/AUDITOR | $47,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Amentum Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Chantilly, VA
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation
- Baker Tilly Us, Llp — Schedule C compensation
- Winston & Strawn, Llp — Schedule C compensation
- Aprio — Schedule C compensation