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: 501
- Total Participants: 12,924
- Total Assets: $499.7M
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 | 12,924 | $499.7M | $182.4M | $57.4M |
| 2023 | 12,592 | $558.8M | $181.0M | $58.0M |
| 2022 | 12,218 | $583.2M | $152.5M | $46.4M |
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 |
|---|---|---|---|---|
| HEALTH CARE SERVICE CORPORATION | Recordkeeper | $8,198,822 | — | $8,198,822 |
| ALIGHT SOLUTIONS LLC | Recordkeeper | $2,109,848 | — | $2,109,848 |
| OPTUMRX | Recordkeeper | $562,613 | — | $562,613 |
| CONSTELLATION ENERGY GENERATION LLC | Recordkeeper | $460,759 | — | $460,759 |
| UNITED BEHAVIORAL HEALTH | Recordkeeper | $394,370 | — | $394,370 |
| THE NORHTERN TRUST COMPANY | Custodian / Trustee | $379,315 | — | $379,315 |
| CIGNA HEALTH AND LIFE INSURANCE COM | Recordkeeper | $362,213 | — | $362,213 |
| WILLIS TOWERS WATSON US LLC | Actuary | $212,845 | — | $212,845 |
| HARDING LOEVNER LP | Investment Advisor | $207,183 | — | $207,183 |
| HEALTHEQUITY, INC. | Recordkeeper | $137,565 | — | $137,565 |
| MDX MEDICAL INC | Recordkeeper | $132,229 | — | $132,229 |
| NRAC LLC | Recordkeeper | $109,253 | — | $109,253 |
| MITCHELL & TITUS | Auditor | $97,192 | — | $97,192 |
| NEW YORK LIFE INSURANCE COMPANY | Investment Advisor | $83,821 | — | $83,821 |
| FIRST AMERICAN ADMINISTRATORS INC | Recordkeeper | $61,391 | — | $61,391 |
| ACADIAN ASSET MANAGEMENT, LLC | Investment Advisor | $49,228 | — | $49,228 |
| SEGALL BRYANT & HAMILL, LLC | Investment Advisor | $39,323 | — | $39,323 |
| EARNEST PARTNERS LLC | Investment Advisor | $38,890 | — | $38,890 |
| BROWN CAPITAL MANAGEMENT, LLC | Investment Advisor | $35,164 | — | $35,164 |
| ALBOURNE AMERICA LLC | Investment Advisor | $34,382 | — | $34,382 |
| ALLSUP INC | Recordkeeper | $21,000 | — | $21,000 |
| CAISSA, LLC | Other Service Provider | $20,893 | — | $20,893 |
| BLACKROCK INSTITUTIONAL TRUST CO. | Investment Advisor | $12,909 | — | $12,909 |
| NORTHWEST PLAN SERVICES INC | Recordkeeper | $7,604 | — | $7,604 |
| SCULPTOR REAL EASTATE | Investment Advisor | $7,507 | — | $7,507 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALIGHT SOLUTIONS LLC — Recordkeeper
- WILLIS TOWERS WATSON US LLC — Actuary
- HARDING LOEVNER LP — Investment Advisor
- MITCHELL & TITUS — Auditor
- NEW YORK LIFE INSURANCE COMPANY — Investment Advisor
- NORTHWEST PLAN SERVICES INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,776,319
- Estimated Expense Ratio: 2.757% 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 | $15,125,470 | $491,194 | $12,096,910 | $97,192 | — |
| 2023 | $14,906,579 | $610,764 | $13,138,835 | — | — |
| 2022 | $14,011,705 | $1,088,811 | $12,281,135 | — | $417,664 |