# Duke Energy Corporation 401(k) Plan
Source: https://planprovider.pro/companies/duke-energy-corporation-202777218-505

> Duke Energy Corporation's 401(k) plan: 27,143 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Duke Energy Corporation

- **Sponsor EIN:** 202777218

- **Sponsor Address:** 525 SOUTH TRYON STREET, CHARLOTTE, NC, 28202

- **Plan Type:** 401(k)

- **Plan Number:** 505

- **Total Participants:** 27,143

- **Total Assets:** $0

## 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|27,143|$0|$0|$0|

| 2023|28,124|$0|$0|$0|

| 2022|28,529|$0|$0|$0|

## 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|

| UNITED HEALTHCARE|Other Service Provider|$18,170,505|—|$18,170,505|

| CAREMARK|Other Service Provider|$1,560,317|—|$1,560,317|

| LINCOLN NATIONAL LIFE INSURANCE|Recordkeeper|$1,521,284|—|$1,521,284|

| CONNECTICUT GENERAL LIFE|Other Service Provider|$1,486,705|—|$1,486,705|

| TEMPO HOLDING COMPANY LLC|Recordkeeper|$1,463,605|—|$1,463,605|

| OMADA HEALTH|Other Service Provider|$1,202,361|—|$1,202,361|

| THE NORTHERN TRUST COMPANY|Other Service Provider|$1,189,337|—|$1,189,337|

| UNITED BEHAVIORAL HEALTH DDA OPTUM|Other Service Provider|$1,115,324|—|$1,115,324|

| TELADOC HEALTH INC|Other Service Provider|$535,567|—|$535,567|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LINCOLN NATIONAL LIFE INSURANCE](https://planprovider.pro/provider/lincoln-financial-group) — Recordkeeper

- [TEMPO HOLDING COMPANY LLC](https://planprovider.pro/provider/alight-solutions) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $28,245,005

### 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/duke-energy-corporation-202777218-505)

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