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: 315
- Total Participants: 0
- Total Assets: $2.5B
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 | $2.5B | $0 | $0 |
| 2023 | 0 | $2.9B | $0 | $0 |
| 2022 | 0 | $2.6B | $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 |
|---|---|---|---|---|
| PACIFIC INVESTMENT MANAGEMENT COMPA | Investment Advisor | $604,428 | — | $604,428 |
| NISA INVESTMENT ADVISORS, LLC | Investment Advisor | $564,328 | — | $564,328 |
| JENNISON ASSOCIATES LLC | Investment Advisor | $563,648 | — | $563,648 |
| DODGE & COX | Investment Advisor | $445,715 | — | $445,715 |
| BLACKSTONE CREDIT SYSTEMATIC STRATE | Investment Advisor | $444,942 | — | $444,942 |
| NEUBERGER BERMAN INVESTMENT ADVISER | Investment Advisor | $399,042 | — | $399,042 |
| VOYA INVESTMENT TRUST CO | Investment Advisor | $323,371 | — | $323,371 |
| J.P.MORGAN INVESTMENT MANAGEMENT IN | Investment Advisor | $138,302 | — | $138,302 |
| DOUBLELINE CAPITAL | Investment Advisor | $133,192 | — | $133,192 |
| PUGH CAPITAL MANAGEMENT, INC. | Investment Advisor | $54,541 | — | $54,541 |
| LEGAL & GENERAL INVESTMENT MANAGEME | Investment Advisor | $48,814 | — | $48,814 |
| METROPOLITAN LIFE INSURANCE COMPANY | Investment Advisor | $6,068 | — | $6,068 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JENNISON ASSOCIATES LLC — 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: $3,726,391
- Estimated Expense Ratio: 0.148% 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 | $3,573,778 | $3,492,438 | — | — | — |
| 2023 | $4,157,540 | $4,092,869 | — | — | — |
| 2022 | $78,579,606 | $3,934,185 | — | — | $30,229 |