Plan Snapshot
- Plan Sponsor: Stp Nuclear Operating Company
- Sponsor EIN: 760517597
- Sponsor Address: PO BOX 289, WADSWORTH, TX, 77483
- Plan Type: 401(k)
- Total Participants: 1,188
- Total Assets: $482.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 1,188 | $482.8M | $15.3M | $17.7M |
| 2023 | 1,033 | $474.6M | $13.0M | $13.7M |
| 2022 | 1,025 | $439.6M | $12.3M | $13.4M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $44,842 | — | $44,842 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $15,729 | — | $15,729 |
| THE VANGUARD GROUP, INC | NONE | $7,873 | — | $7,873 |
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- FORVIS MAZARS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,444
- Estimated Expense Ratio: 0.014% 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 | $68,444 | $44,842 | $1,500 | — | — |
| 2023 | $231,343 | $115,205 | — | — | — |
| 2022 | $340,768 | — | — | — | $16,000 |