Plan Snapshot
- Plan Sponsor: Nuclear Energy Institute, INC.
- Sponsor EIN: 521209124
- Sponsor Address: 1201 F STREET NW, WASHINGTON, DC, 20004
- Plan Type: 401(k)
- Total Participants: 104
- Total Assets: $55.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 104 | $55.7M | $2.2M | $1.7M |
| 2023 | 97 | $46.0M | $1.7M | $1.6M |
| 2022 | 93 | $40.2M | $1.8M | $1.4M |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $16,045 | — | $15,964 | — | — |
| 2023 | $6,553 | — | $6,553 | — | — |
| 2022 | $4,815 | — | $4,815 | — | — |