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: 505
- Total Participants: 14,283
- Total Assets: $42.5M
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 | 14,283 | $42.5M | $7.7M | $8.9M |
| 2023 | 13,898 | $40.9M | $7.2M | $8.8M |
| 2022 | 13,455 | $38.0M | $6.6M | $8.1M |
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 |
|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY | Custodian / Trustee | $36,359 | — | $36,359 |
| MITCHELL & TITUS | Auditor | $30,617 | — | $30,617 |
| CONSTELLATION ENERGY GENERATION LLC | Recordkeeper | $11,025 | — | $11,025 |
| SEGALL, BRYANT & HAMILL | Investment Advisor | $9,584 | — | $9,584 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MITCHELL & TITUS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $87,585
- Estimated Expense Ratio: 0.206% 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 | $96,669 | $15,958 | — | $30,617 | — |
| 2023 | $77,096 | $57,813 | — | — | — |
| 2022 | $92,237 | $63,914 | — | — | $21,284 |