2023 Form 5500 filing — Amentum 401(K) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010203735NAL0021742129001) for Amentum 401(K) Retirement Plan, reported by Amentum Services, Inc. under EIN 27-1628265 and plan number 001. It reports 32,523 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010203735NAL0021742129001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Amentum Services, Inc.
- EIN
- 27-1628265
- Plan number
- 001
- Location
- Chantilly, VA
- Participants
- 32,523
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,194,066,026
- Total liabilities (EOY)
- $37
- Net assets (EOY)
- $2,194,065,989
- Employer contributions
- $70,517,282
- Participant contributions
- $169,399,265
- Total income / additions
- $608,775,366
- Benefits paid
- $264,036,969
- Administrative expenses
- $1,636,422
- Total expenses
- $266,042,374
- Net increase / (decrease)
- $342,732,992
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $823,596 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $249,793 | not reported in the loaded dataset |
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $192,639 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | ACCOUNTANT/AUDITOR | $179,582 | not reported in the loaded dataset |
| Winston & Strawn, Llp | ATTORNEY/LEGAL | $150,287 | not reported in the loaded dataset |
| Aprio | ACCOUNTANT/AUDITOR | $47,000 | not reported in the loaded dataset |