Plan Snapshot
- Plan Sponsor: Lawrence Livermore National Security LLC
- Sponsor EIN: 205624386
- Sponsor Address: 7000 EAST AVENUE L640, LIVERMORE, CA, 94550
- Plan Type: 401(k)
- Total Participants: 8,437
- Total Assets: $2.5B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2024 | 8,437 | $2.5B | $124.0M | $133.0M |
| 2023 | 8,087 | $2.0B | $106.8M | $114.6M |
| 2022 | 7,519 | $1.6B | $88.9M | $96.5M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $483,585 | — | $483,585 |
| BNY MELLON ASSET SERVICING | TRUSTEE | $101,420 | — | $101,420 |
| MERCER | INVESTMENT ADVISOR | $75,097 | — | $75,097 |
| AON RISK INSURANCE SERVICE WEST INC | FIDUCIARY INSURANCE | $70,002 | — | $70,002 |
| MOSS ADAMS LLP | ACCOUNTANT/AUDITOR | $29,500 | — | $29,500 |
| BAKER TILLY US, LLP | Auditor | $29,500 | — | $29,500 |
| ALSTON & BIRD | ATTORNEY/LEGAL | $21,320 | — | $21,320 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- MOSS ADAMS LLP — ACCOUNTANT/AUDITOR
- BAKER TILLY US, LLP — Auditor
- ALSTON & BIRD — ATTORNEY/LEGAL
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $810,424
- Estimated Expense Ratio: 0.032% 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 | $697,064 | $75,097 | $71,202 | $29,500 | — |
| 2023 | $795,949 | $64,509 | $65,015 | $32,000 | — |
| 2022 | $735,356 | — | — | — | — |