Employers › Fluor
Recordkeeping fees per participant · Fluor Corporation Employees Savings Investment Plan · plan year 2024
$49.05
Higher than 81% of the 790 plans over $1B that report it.
= $691,000 / 14,087
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251008092801NAL0005621761001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008092801NAL0005621761001, received 2025-10-08
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-08.
Administrative expenses excluding investment management, per participant
$73.19
Higher than 81% of the 1,045 plans over $1B that report it.
= $1,031,000 / 14,087
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251008092801NAL0005621761001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008092801NAL0005621761001, received 2025-10-08
Administrative expenses per participant
$177.61
Higher than 90% of the 1,076 plans over $1B that report it.
= $2,502,000 / 14,087
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251008092801NAL0005621761001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008092801NAL0005621761001, received 2025-10-08
Administrative expenses as a share of assets
0.071%
Higher than 73% of the 1,076 plans over $1B that report it.
= $2,502,000 / $3,532,761,000
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251008092801NAL0005621761001, received 2025-10-08
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251008092801NAL0005621761001, received 2025-10-08
Employer contributions per participant
$4,996
Higher than 68% of the 1,135 plans over $1B that report it.
= $70,379,000 / 14,087
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251008092801NAL0005621761001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008092801NAL0005621761001, received 2025-10-08
Employer share of total contributions
44.9%
Higher than 85% of the 1,135 plans over $1B that report it.
= $70,379,000 / $156,748,000
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251008092801NAL0005621761001, received 2025-10-08
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251008092801NAL0005621761001, received 2025-10-08
98.5% of this plan's assets are held in a master trust. Costs reported at the trust level and allocated by the plan's share: administrative expenses $3,485,038 ($425.00 per participant including the plan's own Schedule H). Benchmarks and percentiles use the plan's own Schedule H only.
Plan terms are described in Fluor Corporation's SEC filings: Form 11-K filed 2021-06-21 and Form 10-K filed 2026-02-17. No term could be quoted from them with the required precision.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2O ESOP-related feature · 2R participant brokerage window · 2T default investment (QDIA) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251008092801NAL0005621761001, received 2025-10-08
| Field | Value | Source |
|---|---|---|
| Plan sponsor | FLUOR CORPORATION | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251008092801NAL0005621761001, received 2025-10-08 |
| Plan name | FLUOR CORPORATION EMPLOYEES SAVINGS INVESTMENT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251008092801NAL0005621761001, received 2025-10-08 |
| Sponsor EIN / plan number | 33-0927079 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251008092801NAL0005621761001, received 2025-10-08 |
| Plan type | multiple-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251008092801NAL0005621761001, received 2025-10-08 |
| Sponsor location | IRVING, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251008092801NAL0005621761001, received 2025-10-08 |
| Industry (business code) | 237990, Construction | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251008092801NAL0005621761001, received 2025-10-08 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251008092801NAL0005621761001, received 2025-10-08 |
| Filing received | 2025-10-08 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251008092801NAL0005621761001, received 2025-10-08 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251008092801NAL0005621761001, received 2025-10-08 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251008092801NAL0005621761001, received 2025-10-08 |
| Participants, beginning of year | 15,640 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251008092801NAL0005621761001, received 2025-10-08 |
| Active participants | 8,127 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251008092801NAL0005621761001, received 2025-10-08 |
| Participants, end of year | 16,213 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251008092801NAL0005621761001, received 2025-10-08 |
| Participants with an account balance | 14,087 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008092801NAL0005621761001, received 2025-10-08 |
| Total assets, beginning of year | $3,251,969,000 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251008092801NAL0005621761001, received 2025-10-08 |
| Total assets, end of year | $3,532,761,000 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251008092801NAL0005621761001, received 2025-10-08 |
| Net assets, end of year | $3,528,542,000 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251008092801NAL0005621761001, received 2025-10-08 |
| Total income | $573,299,000 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251008092801NAL0005621761001, received 2025-10-08 |
| Net income | $276,121,000 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251008092801NAL0005621761001, received 2025-10-08 |
| Employer contributions | $70,379,000 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251008092801NAL0005621761001, received 2025-10-08 |
| Participant contributions | $75,483,000 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251008092801NAL0005621761001, received 2025-10-08 |
| Other contributions (incl. rollovers) | $10,886,000 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251008092801NAL0005621761001, received 2025-10-08 |
| Total contributions | $156,748,000 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251008092801NAL0005621761001, received 2025-10-08 |
| Benefit payments | $294,676,000 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251008092801NAL0005621761001, received 2025-10-08 |
| Total expenses (incl. benefit payments) | $297,178,000 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251008092801NAL0005621761001, received 2025-10-08 |
| Total administrative expenses | $2,502,000 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251008092801NAL0005621761001, received 2025-10-08 |
| Recordkeeping fees | $691,000 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251008092801NAL0005621761001, received 2025-10-08 |
| IQPA audit fees | $125,000 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251008092801NAL0005621761001, received 2025-10-08 |
| Investment advisory and management fees | $1,471,000 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251008092801NAL0005621761001, received 2025-10-08 |
| Administrative expenses excluding investment management | $1,031,000 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251008092801NAL0005621761001, received 2025-10-08 |
| Held in master trusts | $3,480,859,000 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251008092801NAL0005621761001, received 2025-10-08 |
| Independent auditor | ERNST & YOUNG, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251008092801NAL0005621761001, received 2025-10-08 |
Position = column in the DOL layout for form year 2024. Filing 20251008092801NAL0005621761001, received 2025-10-08.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | NONE | 26 Investment advisory (participants) | $1,470,921 | no |
| VOYA INSTITUTIONAL PN SERVICES, LLCrecordkeeper | NONE | 15 Recordkeeping and information management; 50 Direct payment from the plan; 37 Participant loan processing; 64 Recordkeeping fees | $698,411 | yes |
| WATSON WYATT INVESTMENT CONSULTING | NONE | 11 Actuarial; 50 Direct payment from the plan | $158,200 | no |
| ERNST AND YOUNG LLP | NONE | 10 Accounting (including auditing); 50 Direct payment from the plan | $124,500 | no |
| NORTHERN TRUST COMPANY | NONE | 21 Trustee (bank, trust company or similar); 50 Direct payment from the plan | $55,450 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251008092801NAL0005621761001, received 2025-10-08.
FLUOR CORP MASTER RET TRUST DC (EIN 330414495, PN 001): plan interest $3,480,859,000, 99.2% of the trust. The trust's own filing (20251007154716NAL0002804531001, received 2025-10-07) reports net assets $3,508,787,000, administrative expenses $3,513,000, recordkeeping fees not reported, investment management fees $3,513,000 and 18 Schedule C providers.
| Provider (trust level) | Service codes | Paid by the trust | Allocated to this plan |
|---|---|---|---|
| GALLIARD CAPITAL MANAGEMENT, INC | 28 50 52 67 | $1,116,943 | $1,108,053 |
| MERCER INVESTMENT MANAGEMENT | 28 50 51 | $869,081 | $862,164 |
| NORTHERN TRUST COMPANY | 21 50 71 | $372,304 | $369,341 |
| BLACKROCK INSTITUTIONAL TRUST CO,NA | 21 24 28 50 51 | $342,764 | $340,036 |
| LSV ASSET MANAGEMENT | 28 50 51 | $159,099 | $157,833 |
| LOOMIS | 28 50 51 | $152,654 | $151,439 |
| WESTFIELD SMALL/MID CAP GROWTH FUND | 28 50 51 | $98,637 | $97,852 |
| RIVER ROAD ASSET MANAGEMENT, LLC | 28 50 51 | $84,595 | $83,922 |
| PRUDENTIAL | 28 50 51 | $61,065 | $60,579 |
| MANULIFE GLOBAL | 28 50 51 | $60,355 | $59,875 |
| LSV INTERNATIONAL | 28 50 51 | $51,774 | $51,362 |
| NINETY ONE EMERGING MARKETS EQUITY | 28 50 51 | $35,426 | $35,144 |
| MFS INTERNATIONAL EQUITY FUND | 28 50 51 | $32,630 | $32,370 |
| AMERICAN CENTURY INVESTMENTS | 28 50 51 | $22,311 | $22,133 |
| AMERICAN CENTURY INVESTMENTS | 28 50 51 | $22,311 | $22,133 |
Schedule D Part I of the plan's filing; the trust's Schedule H and Schedule C. Allocation = the plan's interest divided by the trust's net assets.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $3,251,969,000 | $3,532,761,000 | 8.6% |
| Participants with a balance | 13,971 | 14,087 | 0.8% |
| Administrative expenses | $2,416,000 | $2,502,000 | 3.6% |
| Recordkeeping fees per participant | $56.04 | $49.05 | -12.5% |
| Employer contributions | $63,438,000 | $70,379,000 | 10.9% |
Prior filing 20241004113404NAL0012158881001, received 2024-10-04; the plan years are contiguous.
Sponsor name as filed: FLUOR CORPORATION; SEC registrant: FLUOR CORP (CIK 1124198, matched by EIN; display name from the Form 10-K cover).