Plan Snapshot
- Plan Sponsor: Constellation Mystic Power, LLC Co Constellation Energy Generation LLC
- Sponsor EIN: 273585052
- Sponsor Address: 200 ENERGY WAY, KENNETT SQUARE, PA, 19348
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 55
- Total Assets: $5.3M
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 | 55 | $5.3M | $118,585 | $36,506 |
| 2023 | 79 | $5.2M | $89,491 | $52,872 |
| 2022 | 79 | $4.7M | $64,925 | $56,359 |
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 |
|---|---|---|---|---|
| U.S. BANK NATIONAL ASSOCIATION | Custodian / Trustee | $7,581 | $11,192 | $18,773 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- U.S. BANK NATIONAL ASSOCIATION — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,773
- Estimated Expense Ratio: 0.357% 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 | $7,581 | — | — | — | — |
| 2023 | $48,549 | — | — | — | — |
| 2022 | $20,939 | — | — | — | $20,939 |