Plan Snapshot
- Plan Sponsor: Institute Of Nuclear Power Operations
- Sponsor EIN: 581382198
- Sponsor Address: 700 GALLERIA PARKWAY SE, SUITE 100, ATLANTA, GA, 303395957
- Plan Type: Health & Welfare
- Plan Number: 507
- Total Participants: 52
- Total Assets: $40.2M
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 | 52 | $40.2M | $0 | $1.6M |
| 2023 | 68 | $43.9M | $0 | $1.6M |
| 2022 | 103 | $42.5M | $0 | $413,290 |
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 |
|---|---|---|---|---|
| TRUIST BANK | Other Service Provider | $33,765 | — | $33,765 |
| SCHWAB RETIREMENT PLAN SERVICES,INC | Other Service Provider | $9,558 | — | $9,558 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,323
- Estimated Expense Ratio: 0.108% 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 | $43,323 | — | — | — | — |
| 2023 | $43,903 | — | — | — | — |
| 2022 | $36,042 | — | — | — | $31,827 |