# Lawrence Livermore National Security LLC DC Plan
Source: https://planprovider.pro/companies/lawrence-livermore-national-security-llc-plan-002

> Lawrence Livermore National Security LLC's DC plan: 1,747 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, L-640, LIVERMORE, CA, 94550

- **Plan Type:** DC

- **Total Participants:** 1,747

- **Total Assets:** $608.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|1,747|$608.0M|$0|$21.2M|

| 2023|1,310|$570.6M|$0|$22.0M|

| 2022|1,425|$502.8M|$0|$22.7M|

## 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|$80,930|—|$80,930|

| MOSS ADAMS|ACCOUNTANT/AUDITOR|$26,000|—|$26,000|

| BAKER TILLY US, LLP|Auditor|$26,000|—|$26,000|

| BNY MELLON ASSET SERVICING|TRUSTEE|$17,502|—|$17,502|

| AON RISK INSURANCE SERVICE WEST INC|FIDUCIARY INSURANCE|$17,415|—|$17,415|

| MERCER|INVESTMENT ADVISOR|$12,975|—|$12,975|

### 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](https://planprovider.pro/provider/milliman) — ACCOUNTANT/AUDITOR

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

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $180,822

- **Estimated Expense Ratio:** 0.030% 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|$142,225|$12,975|$19,215|$26,000|—|

| 2023|$183,574|$13,190|$18,025|$28,000|—|

| 2022|$122,765|—|—|—|—|

## Similar Plans

- [Willdan Group, INC.](https://planprovider.pro/companies/willdan-group-inc-401k-plan) — 1,757 participants

- [Verkada, INC.](https://planprovider.pro/companies/verkada-inc-401k-plan) — 1,735 participants

- [Collectors Universe, INC.](https://planprovider.pro/companies/collectors-universe-inc-401k-plan) — 1,766 participants

- [Diamond Peo, LLC](https://planprovider.pro/companies/diamond-peo-llc-401k-plan) — 1,837 participants

- [Appfolio, INC.](https://planprovider.pro/companies/appfolio-inc-401k-plan) — 1,612 participants

- [Rakuten Usa](https://planprovider.pro/companies/rakuten-usa-401k-plan) — 1,567 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lawrence-livermore-national-security-llc-plan-002)

© 2026 PlanProvider.Pro