Plan Snapshot
- Plan Sponsor: Stp Nuclear Operating Company
- Sponsor EIN: 760517597
- Sponsor Address: PO BOX 289, WADSWORTH, TX, 774830289
- Plan Type: 401(k)
- Plan Number: 612
- Total Participants: 0
- Total Assets: $2.7M
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 | $2.7M | $0 | $805,669 |
| 2023 | 0 | $4.0M | $0 | $771,549 |
| 2022 | 0 | $5.1M | $0 | $136,722 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Other Service Provider | $18,800 | — | $18,800 |
| CREATIVE PLANNING | Investment Advisor | $6,000 | — | $6,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,800
- Estimated Expense Ratio: 0.934% 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 | $29,734 | $1,784 | — | $18,800 | — |
| 2023 | $40,535 | $2,193 | — | $29,192 | — |
| 2022 | $52,825 | $9,025 | — | — | $43,800 |