Plan Snapshot
- Plan Sponsor: Consolidated Nuclear Security, LLC
- Sponsor EIN: 454482782
- Sponsor Address: P.O. BOX 2115, OAK RIDGE, TN, 378318258
- Plan Type: DB
- Total Participants: 93
- Total Assets: $84.4M
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 | 93 | $84.4M | $2.9M | $0 |
| 2022 | 100 | $80.9M | $1.3M | $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 |
|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY | Other Service Provider | $78,208 | — | $78,208 |
| CONSOLIDATED NUCLEAR SECURITY, LLC | Recordkeeper | $61,542 | — | $61,542 |
| LEGAL & GENERAL INVESTMENT MGMT INC | Other Service Provider | $59,226 | — | $59,226 |
| KILPATRICK TOWNSEND STOCKTON, LLP | Other Service Provider | $56,174 | — | $56,174 |
| AETNA LIFE INSURANCE CO | Other Service Provider | $31,084 | — | $31,084 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $286,234
- Estimated Expense Ratio: 0.339% 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 | $618,738 | $420,244 | $46,313 | — | — |
| 2022 | $570,423 | $20,782 | $15,153 | — | $50,468 |