# Lawrence Livermore National Security LLC 401(k) Plan
Source: https://planprovider.pro/companies/lawrence-livermore-national-security-llc-401k-plan

> Lawrence Livermore National Security LLC's 401(k) plan: 8,437 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [MOSS ADAMS LLP](https://planprovider.pro/provider/milliman) — ACCOUNTANT/AUDITOR

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

- [ALSTON & BIRD](https://planprovider.pro/provider/alston-and-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|—|—|—|—|

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