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: 314
- Total Participants: 0
- Total Assets: $182.7M
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 | $182.7M | $0 | $0 |
| 2023 | 0 | $171.3M | $0 | $0 |
| 2022 | 0 | $259.4M | $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 |
|---|---|---|---|---|
| OAKTREE CAPITAL MANAGEMENT, L.P. | Investment Advisor | $297,030 | — | $297,030 |
| GOLDMAN SACHS ASSET MANAGEMENT, LP | Investment Advisor | $114,051 | — | $114,051 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GOLDMAN SACHS ASSET MANAGEMENT, LP — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $411,081
- Estimated Expense Ratio: 0.225% 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 | $331,117 | $316,398 | — | — | — |
| 2023 | $878,474 | $853,684 | — | — | — |
| 2022 | $576,430 | $562,235 | — | — | $4,222 |