Plan Snapshot
- Plan Sponsor: Constellation Energy Generation LLC
- Sponsor EIN: 233064219
- Sponsor Address: 200 ENERGY WAY, KENNETT SQUARE, PA, 19348
- Plan Type: DB
- Total Participants: 1,170
- Total Assets: $97.4M
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 | 1,170 | $97.4M | $9.7M | $0 |
| 2023 | 1,144 | $84.4M | $9.4M | $0 |
| 2022 | 1,090 | $71.1M | $0 | $10.9M |
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 |
|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | RECORD KEEPER | $804,138 | — | $804,138 |
| CONSTELLATION ENERGY GENERATION LLC | ADMINISTRATOR | $244,742 | — | $244,742 |
| WILLIS TOWERS WATSON US LLC | ACTUARY | $73,497 | — | $73,497 |
| NORTHERN TRUST CORPORATION | TRUSTEE/CUSTODIAN | $20,198 | — | $20,198 |
| MITCHELL & TITUS, LLP | AUDITOR | $17,297 | — | $17,297 |
| BLACKROCK FINANCIAL MANAGEMENT, INC | INVESTMENT MANAGEMENT | $11,224 | — | $11,224 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALIGHT SOLUTIONS LLC — RECORD KEEPER
- WILLIS TOWERS WATSON US LLC — ACTUARY
- MITCHELL & TITUS, LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,171,096
- Estimated Expense Ratio: 1.202% 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 | $520,190 | $483,383 | — | — | — |
| 2023 | $610,732 | $508,157 | — | — | — |
| 2022 | $393,376 | $384,520 | — | — | — |