# Constellation Energy Generation LLC 401(k) Plan
Source: https://planprovider.pro/companies/constellation-energy-generation-llc-233064219-501

> Constellation Energy Generation LLC&#39;s 401(k) plan: 12,924 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/alight-solutions) — Recordkeeper

- [WILLIS TOWERS WATSON US LLC](https://planprovider.pro/provider/lincoln-financial-group) — Actuary

- [HARDING LOEVNER LP](https://planprovider.pro/provider/harding-loevner-lp) — Investment Advisor

- [MITCHELL & TITUS](https://planprovider.pro/provider/mitchell-and-titus-llp) — Auditor

- [NEW YORK LIFE INSURANCE COMPANY](https://planprovider.pro/provider/john-hancock) — Investment Advisor

- [NORTHWEST PLAN SERVICES INC](https://planprovider.pro/provider/nwps) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/constellation-energy-generation-llc-233064219-501)

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