Plan Snapshot
- Plan Sponsor: Energysolutions, LLC
- Sponsor EIN: 141921823
- Sponsor Address: 299 SOUTH MAIN STREET, SALT LAKE CITY, UT, 841112279
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,985
- Total Assets: $274.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 1,985 | $274.9M | $0 | $0 |
| 2024 | 1,331 | $245.5M | $6.2M | $13.0M |
| 2023 | 1,368 | $215.1M | $5.3M | $12.5M |
| 2022 | 1,068 | $181.6M | $4.2M | $9.6M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $322,559 | $3,250 | $325,809 |
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | — | $114,040 | $114,040 |
| TANNER LLC | Other Service Provider | — | $18,147 | $18,147 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $457,996
- Estimated Expense Ratio: 0.167% 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 |
|---|---|---|---|---|---|
| 2025 | $30,908,339 | — | $322,862 | — | — |
| 2024 | $343,902 | — | $343,902 | — | — |
| 2023 | $295,998 | — | $282,382 | $13,616 | — |
| 2022 | $267,918 | — | $267,918 | — | — |