Plan Snapshot
- Plan Sponsor: Institute Of Nuclear Power Operations
- Sponsor EIN: 581382198
- Sponsor Address: 700 GALLERIA PARKWAY SE, ATLANTA, GA, 30339
- Plan Type: DB
- Plan Number: 002
- Total Participants: 1
- Total Assets: $59,014
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. |
|---|---|---|---|---|
| 2023 | 1 | $59,014 | $6.8M | $0 |
| 2022 | 59 | $62.4M | $100,000 | $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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | Recordkeeper | $180,036 | — | $180,036 |
| TRUIST BANK | Other Service Provider | $86,250 | — | $86,250 |
| BCG PENSION RISK CONSULTANTS | Other Service Provider | $70,000 | — | $70,000 |
| SUN LIFE INVESTMENTMANAGEMENT | Other Service Provider | $21,028 | — | $21,028 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $357,314
- Estimated Expense Ratio: 605.473% 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 |
|---|---|---|---|---|---|
| 2023 | $501,321 | $321,285 | — | — | — |
| 2022 | $604,578 | — | — | — | $496,417 |