Plan Snapshot
- Plan Sponsor: Savannah River Nuclear Solutions
- Sponsor EIN: 260240191
- Sponsor Address: BENEFITS ACCOUNTING AND ANALYSIS, AIKEN, SC, 29808
- Plan Type: 401(k)
- Plan Number: 333
- Total Participants: 0
- Total Assets: $3.7B
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 | $3.7B | $0 | $0 |
| 2023 | 0 | $3.9B | $0 | $0 |
| 2022 | 0 | $3.5B | $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 |
|---|---|---|---|---|
| AON INVESTMENTS USA, INC. | Other Service Provider | $1,596,212 | — | $1,596,212 |
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $549,996 | — | $549,996 |
| JP MORGAN ASSET MANAGEMENT | Recordkeeper | $507,026 | — | $507,026 |
| CLARION PARTNERS LLC | Other Service Provider | $399,100 | — | $399,100 |
| UBS GLOBAL ASSET MANAGEMENT | Investment Advisor | $337,467 | — | $337,467 |
| BUCK GLOBAL, LLC | Other Service Provider | $249,312 | — | $249,312 |
| NORTHERN TRUST | Other Service Provider | $206,727 | — | $206,727 |
| PRUDENTIAL BANK & TRUST COMPANY | Other Service Provider | $203,737 | — | $203,737 |
| BLACKROCK INSTITUTIONAL TRUST CO | Other Service Provider | $108,889 | — | $108,889 |
| PRYOR CASHMAN LLP | Auditor | $101,100 | — | $101,100 |
| BANK OF NEW YORK | Other Service Provider | $53,526 | — | $53,526 |
| DAVID WRIGHT TREMAINE LLP | ERISA Attorney | $40,049 | — | $40,049 |
| NORTH PIER FIDUCIARY MANAGEMENT LLC | Other Service Provider | $18,500 | — | $18,500 |
| STATE STREET ADVISORS TRUST | Other Service Provider | $13,109 | — | $13,109 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- JP MORGAN ASSET MANAGEMENT — Recordkeeper
- UBS GLOBAL ASSET MANAGEMENT — Investment Advisor
- PRYOR CASHMAN LLP — Auditor
- DAVID WRIGHT TREMAINE LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,384,750
- Estimated Expense Ratio: 0.118% 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 | -$13,473,345 | $3,165,541 | $20,300 | — | — |
| 2023 | $30,715,444 | $855,558 | $19,700 | — | — |
| 2022 | $6,181,463 | $3,154,086 | — | — | $118,513 |