LISA Agase signed Constellation Energy Generation LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Constellation Energy Generation LLC's EIN is 23-3064219.
Download the official 2024 Form 5500 (PDF) for Constellation Energy Generation LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Constellation Energy Generation LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWEST PLAN SERVICES | 91-2090931 | — | CONSULTANT | $1.5M | — |
| FINANCIAL ENGINE ADVISORS, LLC | 94-3250323 | — | CONSULTANT | $1.4M | — |
| BLACKROCK INSTITUTIONAL TRUST CO | 94-3112180 | — | INVESTMENT MANAGER | $895K | — |
| JP MORGAN INVESTMENT |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Blackrock U.S. Equity Index Fund Collective Trust Funds | Common Collective Trusts | — | — | $1.3B | 21.9% | |
| EQTY INDX FD NON LNDBL F BLACKROCK INSTITUTIONAL TRUST · EIN 94-3262720 / PN 001 | Common Collective Trust | — | — | $1.3B | 21.9% | |
| US EQUITY FUND NORTHERN TRUST COMPANY · EIN 36-1561860 / PN 000 | Common Collective Trust | — | — | $384.0M | 6.4% | |
| Constellation Stock Fund Constellation Stock Fund | Other securities | — | — | $383.1M | 6.4% | |
| TARGET RETIREMENT FUND 2025 NORTHERN TRUST COMPANY · EIN 36-1561860 / PN 000 | Common Collective Trust | — | — | $348.7M | 5.8% | |
| TARGET RETIREMENT FUND 2030 NORTHERN TRUST COMPANY · EIN 36-1561860 / PN 000 | Common Collective Trust | — | — | $317.9M | 5.3% | |
| NORTHERN TRUST US GOVERNMENT NORTHERN TRUST COMPANY · EIN 36-1561860 / PN 000 | Common Collective Trust | — | — | $298.3M | 5.0% | |
| TARGET RETIREMENT FUND 2040 NORTHERN TRUST COMPANY · EIN 36-1561860 / PN 000 | Common Collective Trust | — | — | $293.1M | 4.9% | |
| TARGET RETIREMENT FUND 2035 NORTHERN TRUST COMPANY · EIN 36-1561860 / PN 000 | Common Collective Trust | — | — | $278.0M | 4.7% | |
| TARGET RETIREMENT FUND 2045 NORTHERN TRUST COMPANY · EIN 36-1561860 / PN 000 | Common Collective Trust | — | — | $266.0M | 4.4% | |
| BLACKROCK RUSSELL 1000 GRWTH NL FDF BLACKROCK INSTITUTIONAL TRUST · EIN 45-3822128 / PN 001 | Common Collective Trust | — | — | $256.0M | 4.3% | |
| TARGET RETIREMENT FUND 2020 NORTHERN TRUST COMPANY · EIN 36-1561860 / PN 000 | Common Collective Trust | — | — | $246.1M | 4.1% | |
| US DEBT NL FUND M BLACKROCK INSTITUTIONAL TRUST · EIN 45-4395662 / PN 001 | Common Collective Trust | — | — | $190.4M | 3.2% | |
| TARGET RETIREMENT FUND 2050 NORTHERN TRUST COMPANY · EIN 36-1561860 / PN 000 | Common Collective Trust | — | — | $166.6M | 2.8% | |
| TARGET RETIREMENT INCOME FUND NORTHERN TRUST COMPANY · EIN 36-1561860 / PN 000 | Common Collective Trust | — | — | $150.5M | 2.5% | |
| TARGET RETIREMENT FUND 2015 NORTHERN TRUST COMPANY · EIN 36-1561860 / PN 000 | Common Collective Trust | — | — | $126.9M | 2.1% | |
| TARGET RETIREMENT FUND 2055 NORTHERN TRUST COMPANY · EIN 36-1561860 / PN 000 | Common Collective Trust | — | — | $114.7M | 1.9% | |
| BlackRock MSCI All Country World Index Collective Trust Funds | Common Collective Trusts | — | — | $113.5M | 1.9% | |
| EAFE EQUITY INDEX NL FUND BLACKROCK INSTITUTIONAL TRUST · EIN 45-4352930 / PN 001 | Common Collective Trust | — | — | $113.5M | 1.9% | |
| INTERNATIONAL EQUITY FUND NORTHERN TRUST COMPANY · EIN 36-1561860 / PN 000 | Common Collective Trust | — | — | $99.8M | 1.7% | |
| FIXED INCOME FUND NORTHERN TRUST COMPANY · EIN 36-1561860 / PN 000 | Common Collective Trust | — | — | $88.4M | 1.5% | |
| BLACKROCK MID CAP EQTY INDEX NL FDM BLACKROCK INSTITUTIONAL TRUST · EIN 45-4379242 / PN 001 | Common Collective Trust | — | — | $68.0M | 1.1% | |
| Notes receivable from participants Interest rates: 3.50% - 10.50% | Bonds / Notes | — | — | $61.2M | 1.0% | |
| EAFE EQUITY INDEX NL FUND BLACKROCK INSTITUTIONAL TRUST · EIN 45-4352930 / PN 001 | Common Collective Trust | — | — | $54.5M | 0.9% | |
| BLACKROCK RUSSELL 1000 VALUE NL FDF BLACKROCK INSTITUTIONAL TRUST · EIN 45-3822151 / PN 001 | Common Collective Trust | — | — | $47.6M | 0.8% | |
| TARGET RETIREMENT FUND 2060 NORTHERN TRUST COMPANY · EIN 36-1561860 / PN 000 | Common Collective Trust | — | — | $36.6M | 0.6% | |
| Vanguard Mid Cap Equity Growth Index Fund Registered Investment Companies | Common Collective Trusts | — | — | $35.7M | 0.6% | |
| BLACKROCK RUSSELL 2000 GROWTH FUND BLACKROCK INSTITUTIONAL TRUST · EIN 94-3357211 / PN 001 | Common Collective Trust | — | — | $26.7M | 0.4% | |
| BLACKROCK GLOBAL EQUITY ACIMINLF BLACKROCK INSTITUTIONAL TRUST · EIN 46-1531859 / PN 001 | Common Collective Trust | — | — | $25.2M | 0.4% | |
| Vanguard Emerging Markets Equity Index Fund Registered Investment Companies | Common Collective Trusts | — | — | $24.7M | 0.4% | |
| RUSSELL 2000 INDEX NL FUND BLACKROCK INSTITUTIONAL TRUST · EIN 45-4352674 / PN 001 | Common Collective Trust | — | — | $17.6M | 0.3% | |
| Vanguard Mid Cap Equity Value Index Fund Registered Investment Companies | Common Collective Trusts | — | — | $16.9M | 0.3% | |
| BLACKROCK INTER GOVT BOND INDEX FD BLACKROCK INSTITUTIONAL TRUST · EIN 94-3272269 / PN 001 | Common Collective Trust | — | — | $14.9M | 0.2% | |
| BLACKROCK RUSSELL 2000 VAL FUND BLACKROCK INSTITUTIONAL TRUST · EIN 94-3357213 / PN 001 | Common Collective Trust | — | — | $14.4M | 0.2% | |
| BLACKROCK US TIP NL M BLACKROCK INSTITUTIONAL TRUST · EIN 45-4544033 / PN 001 | Common Collective Trust | — | — | $9.6M | 0.2% | |
| BLACKROCK DEV REAL ESTATE IDX BLACKROCK INSTITUTIONAL TRUST · EIN 33-6371934 / PN 001 | Common Collective Trust | — | — | $8.5M | 0.1% | |
| TARGET RETIREMENT FUND 2065 NORTHERN TRUST COMPANY · EIN 36-1561860 / PN 000 | Common Collective Trust | — | — | $6.0M | 0.1% | |
| BLACKROCK MSCI EAFE SMALL CAP EQ BLACKROCK INSTITUTIONAL TRUST · EIN 27-2500178 / PN 001 | Common Collective Trust | — | — | $4.9M | <0.1% | |
| NT GOVT SHORT TERM INV FD NORTHERN TRUST COMPANY · EIN 36-1561860 / PN 000 | Common Collective Trust | — | — | $4.3M | <0.1% | |
| BLACKROCK GLOBAL AGGREGATE INDEX BLACKROCK INSTITUTIONAL TRUST · EIN 86-1289133 / PN 000 | Common Collective Trust | — | — | $3.7M | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 23-7236436 |
| — |
| INVESTMENT ADVISORY AND |
| $511K |
| — |
| ALIGHT SOLUTIONS LLC | 36-2235791 | — | CONSULTANT | $65K | — |
| STATE STREET BANK & TRUST CO. | 04-1867445 | — | INVESTMENT ADVISORY AND | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST COMPANY | 36-1561860 | — | TRUSTEE | $521K | — |
