Plan Snapshot
- Plan Sponsor: Constellation Energy Generation LLC
- Sponsor EIN: 233064219
- Sponsor Address: 200 ENERGY WAY, KENNETT SQUARE, PA, 19348
- Plan Type: 401(k)
- Plan Number: 305
- Total Participants: 0
- Total Assets: $1.3B
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. |
|---|---|---|---|---|
| 2024 | 0 | $1.3B | $0 | $0 |
| 2023 | 0 | $1.2B | $0 | $0 |
| 2022 | 0 | $1.1B | $0 | $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 |
|---|---|---|---|---|
| ACADIAN ASSET MANAGEMENT LLC | Investment Advisor | $657,118 | — | $657,118 |
| HARDING LOEVNER LP | Investment Advisor | $541,933 | — | $541,933 |
| SEGALL BRYANT & HAMILL, LLC | Investment Advisor | $471,459 | — | $471,459 |
| BROWN CAPITAL MANAGEMENT, LLC | Investment Advisor | $387,127 | — | $387,127 |
| T. ROWE PRICE ASSOCIATES, INC. | Investment Advisor | $374,250 | — | $374,250 |
| NORTHERN TRUST COMPANY | Custodian / Trustee | $341,602 | — | $341,602 |
| UBS ASSET MANAGEMENT TRUST COMPANY | Investment Advisor | $338,967 | — | $338,967 |
| LEGAL & GENERAL INVESTMENT MANAGEME | Investment Advisor | $142,485 | — | $142,485 |
| J.P.MORGAN INVESTMENT MANAGEMENT IN | Investment Advisor | $49,916 | — | $49,916 |
| WESTWOOD GLOBAL INVESTMENTS, LLC | Investment Advisor | $33,560 | — | $33,560 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HARDING LOEVNER LP — Investment Advisor
- UBS ASSET MANAGEMENT TRUST COMPANY — Investment Advisor
- J.P.MORGAN INVESTMENT MANAGEMENT IN — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,338,417
- Estimated Expense Ratio: 0.264% 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 |
|---|---|---|---|---|---|
| 2024 | $3,397,439 | $3,374,411 | — | — | — |
| 2023 | $4,071,803 | $4,049,499 | — | — | — |
| 2022 | $6,597,093 | — | $6,836,122 | — | $30,684 |