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Original filing (PDF)20251014165432NAL0006873666001
CONSOLIDATED NUCLEAR SECURITY, LLC
Form 5500
FILING_RECEIVED
SAVINGS PROGRAM FOR EMPLOYEES OF CONSOLIDATED NUCLEAR SECURITY, LLC AT THE U.S. DEPARTMENT OF ENERGY FACILITIES AT OAK RIDGE, TENNESSEE
401(k) retirement plan
Signals · 2
93% in single holdingNo recordkeeper disclosed
Active participants
6,816
Accounts w/ balance
8,197
Plan assets (EOY)
$1.5B
Net assets (EOY)
$1.5B
How this plan invests
This plan
4 pooled trusts
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
100
Concentration risk
75
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Consolidated Nuclear Security, LLC Master Retirement Plan Trust Master Trust Investment Units" is 93% of plan.
- 7 bps in Schedule C fees — modestly above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONSOLIDATED NUCLEAR SECURITY, LLC.
Plan sponsor
Name
CONSOLIDATED NUCLEAR SECURITY, LLC
EIN
45-4482782
Address
P.O. BOX 2115 · OAK RIDGE, TN · 378318258
Phone
(865) 574-1500
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
009
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PUGH & COMPANY, P.C. DBA PUGH CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA HOLDINGS, INC. | 02-0488491 | BRAINTREE, MA | NONE | $1.0M | — |
Investments
3 direct securities · 4 pooled funds· $2.8B(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
$1.5B
3 holdings
Master Trust
$1.4B
3 holdings
Common Collective Trust
$516K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Consolidated Nuclear Security, LLC Master Retirement Plan Trust Master Trust Investment Units | — | — | $1.2B | $1.4B | 91.6% | |
| TARGET DATE FUNDS MTIA CONSOLIDATED NUCLEAR SECURITY, LLC · EIN 45-4482782 / PN 003 | Master Trust | — | — | $712.3M | 47.7% | |
| DEFINED CONTRIBUTION PLANS MTIA CONSOLIDATED NUCLEAR SECURITY, LLC · EIN 45-4482782 / PN 005 | Master Trust | — | — | $558.0M | 37.4% | |
| Self-Directed Brokerage Accounts Mutual Funds, Common Stock, Bonds | — | — | — | $108.8M | 7.3% | |
| ACTIVE CORE OPTIONS MTIA CONSOLIDATED NUCLEAR SECURITY, LLC · EIN 45-4482782 / PN 004 | Master Trust | — | — | $96.9M | 6.5% | |
| Northern Trust Collective Short Term Investment Fund Interest-bearing Cash Equivalent | — | — | $520K | $520K | <0.1% | |
| NT COLLECTIVE SHORT-TERM INVESTMENT NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 084 | Common Collective Trust | — | — | $516K | <0.1% |
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