Back to filter
Original filing (PDF)20250904105203NAL0033647682001
PJM INTERCONNECTION L.L.C.
Form 5500
FILING_RECEIVED
SAVINGS PLAN OF PJM INTERCONNECTION, L.L.C.
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
885
Accounts w/ balance
1,050
Plan assets (EOY)
$498.1M
Net assets (EOY)
$498.1M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (2 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PJM INTERCONNECTION L.L.C..
Plan sponsor
Name
PJM INTERCONNECTION L.L.C.
EIN
23-2896884
Address
2750 MONROE BLVD. · AUDUBON, PA · 19403
Phone
(610) 666-8800
Industry
Utilitiessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-04
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
2U · Association Retirement Plan
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
URISH POPECK & CO., LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $78K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
31 direct securities · 1 pooled fund· $509.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$496.0M
31 holdings
Common Collective Trust
$13.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments * Growth Company Fund Mutual Fund a | — | — | — | $90.8M | 18.2% | |
| Contrafund Mutual Fund a | — | — | — | $73.5M | 14.7% | |
| Freedom 500 Index Fund Mutual Fund a | — | — | — | $72.9M | 14.6% | |
| Freedom Index 2030 Fund Mutual Fund a | — | — | — | $23.8M | 4.8% | |
| Freedom Index 2035 Fund Mutual Fund a | — | — | — | $21.3M | 4.3% | |
| Non-Fidelity Investments American Beacon Large Cap Value Institutional Fund Mutual Fund a | — | — | — | $17.8M | 3.6% | |
| Extended Market Index Fund Mutual Fund a | — | — | — | $17.4M | 3.5% | |
| Low-Priced Stock Fund Mutual Fund a | — | — | — | $16.7M | 3.4% | |
| Freedom Index 2040 Fund Mutual Fund a | — | — | — | $15.8M | 3.2% | |
| Worldwide Fund Mutual Fund a | — | — | — | $15.4M | 3.1% | |
| Puritan Fund Mutual Fund a | — | — | — | $15.0M | 3.0% | |
| Managed Income Portfolio II Collective Trust Fund a | — | — | — | $13.9M | 2.8% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $13.9M | 2.8% | |
| Freedom Index 2050 Fund Mutual Fund a | — | — | — | $13.8M | 2.8% | |
| Freedom Index 2045 Fund Mutual Fund a | — | — | — | $12.2M | 2.5% | |
| American Beacon Small Cap Value Institutional Fund Mutual Fund a | — | — | — | $10.6M | 2.1% | |
| Freedom Index 2025 Fund Mutual Fund a | — | — | — | $9.1M | 1.8% | |
| Intermediate Bond Fund Mutual Fund a | — | — | — | $8.6M | 1.7% | |
| Vanguard Total Bond Market Index Fund Mutual Fund a | — | — | — | $7.7M | 1.5% | |
| Freedom Index 2055 Fund Mutual Fund a | — | — | — | $7.7M | 1.5% | |
| Wasatch Core Growth Institutional Fund Mutual Fund a | — | — | — | $6.5M | 1.3% | |
| American Funds Europacific Growth Fund Mutual Fund a | — | — | — | $6.0M | 1.2% | |
| Freedom Index 2020 Fund Mutual Fund a | — | — | — | $3.9M | 0.8% | |
| Global ex U.S. Index Fund Mutual Fund a | — | — | — | $3.8M | 0.8% | |
| Freedom Index 2060 Fund Mutual Fund a | — | — | — | $3.7M | 0.7% | |
| Vanguard Inflation Protection Admiral Fund Mutual Fund a | — | — | — | $3.7M | 0.7% | |
| Parnassus Core Equity Fund Mutual Fund a | — | — | — | $1.7M | 0.3% | |
| Freedom Index Income Fund Mutual Fund a | — | — | — | $1.2M | 0.2% | |
| Freedom Index 2065 Fund Mutual Fund a | — | — | — | $700K | 0.1% | |
| Freedom Index 2010 Fund Mutual Fund a | — | — | — | $671K | 0.1% | |
| Freedom Index 2015 Fund Mutual Fund a | — | — | — | $397K | <0.1% | |
| Treasury-only Money Market Fund Mutual Fund a | — | — | — | $57K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Utilities plans
CONSTELLATION ENERGY GENERATION LLC
CONSTELLATION HEALTH CARE PROGRAM
$499.7M · 12,924 participants
HEALTH AND WELFARE TRUST FUND LOCAL 103 IBEW
LOCAL 103, I.B.E.W. HEALTH BENEFIT PLAN
$500.3M · 6,122 participants
PORTLAND GENERAL ELECTRIC COMPANY
PORTLAND GENERAL ELECTRIC COMPANY PENSION PLAN
$491.8M · 722 participants
NORTHWESTERN CORPORATION
NORTHWESTERN ENERGY 401(K) RETIREMENT SAVINGS PLAN
$512.8M · 1,590 participants
LONG ISLAND ELECTRIC UTILITY SERVCO LLC
LONG ISLAND ELECTRIC UTILITY SERVCO LLC RETIREMENT INCOME PLAN
$513.3M · 1,814 participants
STP NUCLEAR OPERATING COMPANY
STP NUCLEAR OPERATING COMPANY SAVINGS PLAN
$482.8M · 1,188 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B