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: 010
- Total Participants: 684
- Total Assets: $423.6M
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 | 684 | $423.6M | $18.2M | $976,299 |
| 2022 | 720 | $406.4M | $6.3M | $931,514 |
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 | $193,221 | — | $193,221 |
| LEGAL & GENERAL INVESTMENT MGMT INC | Other Service Provider | $162,627 | — | $162,627 |
| CONSOLIDATED NUCLEAR SECURITY, LLC | Recordkeeper | $73,852 | — | $73,852 |
| AETNA LIFE INSURANCE CO | Other Service Provider | $73,654 | — | $73,654 |
| KILPATRICK, TOWNSEND & STOCKTON LLP | Other Service Provider | $27,968 | — | $27,968 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $531,322
- Estimated Expense Ratio: 0.125% 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 | $2,701,074 | $2,040,221 | $147,506 | — | — |
| 2022 | $2,309,172 | $93,609 | $309,024 | — | $60,133 |