# Lawrence Livermore Nat'L Security, LLC And Triad Nat'L Security, LLC 401(k) Plan Source: https://planprovider.pro/companies/lawrence-livermore-nat-l-security-llc-and-triad-nat-l-security-llc-266431956-001 > Lawrence Livermore Nat'L Security, LLC And Triad Nat'L Security, LLC's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from… Form 5500 filing data for plan year 2024. ## Plan Snapshot - **Plan Sponsor:** Lawrence Livermore Nat'L Security, LLC And Triad Nat'L Security, LLC - **Sponsor EIN:** 266431956 - **Sponsor Address:** POST OFFICE BOX 1663, LOS ALAMOS, NM, 87545 - **Plan Type:** 401(k) - **Plan Number:** 001 - **Total Participants:** 0 - **Total Assets:** $10.2B ## 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|0|$10.2B|$0|$0| | 2023|0|$10.4B|$0|$0| | 2022|0|$9.7B|$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| | JPMORGAN CHASE BANK, NATIONAL ASSOC|Recordkeeper|$5,679,252|—|$5,679,252| | NISA INVESTMENT ADVISORS|Other Service Provider|$2,927,010|—|$2,927,010| | MFS INSTITUTIONAL ADVISORS INC.|Other Service Provider|$1,965,992|—|$1,965,992| | BAILLIE GIFFORD OVERSEAS LTD|Other Service Provider|$1,866,598|—|$1,866,598| | GLOBAL TRUST COMPANY|Other Service Provider|$1,447,856|—|$1,447,856| | AON CONSULTING, INC.|Recordkeeper|$1,259,955|—|$1,259,955| | JENNISON ASSOCIATES LLC|Recordkeeper|$1,249,897|—|$1,249,897| | RIVER ROAD ASSET MGMT LLC|Other Service Provider|$1,141,533|—|$1,141,533| | HIGHCLERE|Other Service Provider|$1,095,873|—|$1,095,873| | CARLYLE PROPERTY INVESTORS, L.P.|Other Service Provider|$1,031,521|—|$1,031,521| | MERCER INVESTMENT CONSULTING LLC|Other Service Provider|$940,210|—|$940,210| | CLARIVEST ASSET MANAGEMENT LLC|Other Service Provider|$827,130|—|$827,130| | ACADIAN ASSET MANAGEMENT LLC|Other Service Provider|$811,659|—|$811,659| | BANK OF NEW YORK MELLON|Other Service Provider|$513,011|—|$513,011| | BLACKROCK INSTITUTIONAL TRUST CO.|Other Service Provider|$421,473|—|$421,473| | ROBECO|Other Service Provider|$330,378|—|$330,378| | VONTOBEL ASSET MANAGEMENT, INC.|Other Service Provider|$182,204|—|$182,204| | USI INSURANCE SERVICES LLC|Other Service Provider|$158,088|—|$158,088| | MOSS ADAMS|Other Service Provider|$133,048|—|$133,048| | AON RISK INSURANCE SERVICES WEST|Other Service Provider|$114,376|—|$114,376| | ALSTON & BIRD|ERISA Attorney|$87,728|—|$87,728| | STATE STREET GLOBAL ADVISORS|Other Service Provider|$52,194|—|$52,194| ### Verified Provider Profiles Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro: - [JPMORGAN CHASE BANK, NATIONAL ASSOC](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper - [AON CONSULTING, INC.](https://planprovider.pro/provider/alight-solutions) — Recordkeeper - [JENNISON ASSOCIATES LLC](https://planprovider.pro/provider/alight-solutions) — Recordkeeper - [ALSTON & BIRD](https://planprovider.pro/provider/alston-and-bird) — ERISA Attorney ## Plan Fees & Expenses Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings. - **Total Service Provider Fees:** $24,236,986 - **Estimated Expense Ratio:** 0.239% 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|$32,511,913|$21,294,818|$1,954,539|$133,048|—| | 2023|$34,734,669|$23,058,456|$1,454,338|$144,986|—| | 2022|$34,639,014|$24,638,632|—|—|$861,707| ## Similar Plans - [National Dance Institute New Mexico](https://planprovider.pro/companies/national-dance-institute-new-mexico-401k-plan) — 98 participants - [Triad National Security, LLC](https://planprovider.pro/companies/triad-national-security-llc-453246495-001) — 0 participants - [Txnm Energy, INC.](https://planprovider.pro/companies/txnm-energy-inc-236679470-001) — 0 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lawrence-livermore-nat-l-security-llc-and-triad-nat-l-security-llc-266431956-001) © 2026 PlanProvider.Pro