Plan Snapshot
- Plan Sponsor: Consolidated Nuclear Security, LLC
- Sponsor EIN: 454482782
- Sponsor Address: P.O. BOX 2115, OAK RIDGE, TN, 378318258
- Plan Type: DB
- Plan Number: 002
- Total Participants: 524
- Total Assets: $234.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 524 | $234.9M | $8.3M | $0 |
| 2022 | 581 | $232.0M | $3.6M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| NORTHERN TRUST COMPANY | Other Service Provider | $113,630 | — | $113,630 |
| AETNA LIFE INSURANCE CO | Other Service Provider | $92,879 | — | $92,879 |
| LEGAL & GENERAL INVESTMENT MGMT INC | Other Service Provider | $69,796 | — | $69,796 |
| CONSOLIDATED NUCLEAR SECURITY | Recordkeeper | $62,525 | — | $62,525 |
| KILPATRICK STOCKTON LLP | Other Service Provider | $29,487 | — | $29,487 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $368,317
- Estimated Expense Ratio: 0.157% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2023 | $2,194,604 | $1,663,456 | $155,404 | — | — |
| 2022 | $1,996,782 | $49,793 | $92,531 | — | $57,997 |