Plan Snapshot
- Plan Sponsor: Constellation Energy Generation LLC
- Sponsor EIN: 233064219
- Sponsor Address: 200 ENERGY WAY, KENNETT SQUARE, PA, 19348
- Plan Type: 401(k)
- Total Participants: 14,256
- Total Assets: $6.0B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 14,256 | $6.0B | $114.7M | $185.6M |
| 2023 | 13,918 | $5.3B | $104.8M | $175.7M |
| 2022 | 13,499 | $4.6B | $121.1M | $121.4M |
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 |
|---|---|---|---|---|
| NORTHWEST PLAN SERVICES | CONSULTANT | $1,527,483 | — | $1,527,483 |
| FINANCIAL ENGINE ADVISORS, LLC | CONSULTANT | $1,389,822 | — | $1,389,822 |
| BLACKROCK INSTITUTIONAL TRUST CO | INVESTMENT MANAGER | $895,375 | — | $895,375 |
| NORTHERN TRUST COMPANY | TRUSTEE | $521,437 | — | $521,437 |
| JP MORGAN INVESTMENT | INVESTMENT ADVISORY AND | $511,373 | — | $511,373 |
| ALIGHT SOLUTIONS LLC | CONSULTANT | $65,065 | — | $65,065 |
| STATE STREET BANK & TRUST CO. | INVESTMENT ADVISORY AND | $40,976 | — | $40,976 |
| MITCHELL & TITUS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NORTHWEST PLAN SERVICES — CONSULTANT
- ALIGHT SOLUTIONS LLC — CONSULTANT
- MITCHELL & TITUS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,951,531
- Estimated Expense Ratio: 0.083% 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 | $3,677,603 | $3,677,603 | — | — | — |
| 2023 | $3,248,956 | $3,248,956 | — | — | — |
| 2022 | $2,826,470 | — | — | — | $2,826,470 |