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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 rows
Other
1
NameEINLocationRelationDirect compIndirect comp
VOYA HOLDINGS, INC.02-0488491BRAINTREE, MANONE$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
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Consolidated Nuclear Security, LLC Master Retirement Plan Trust Master Trust Investment Units$1.2B$1.4B91.6%
TARGET DATE FUNDS MTIA
CONSOLIDATED NUCLEAR SECURITY, LLC · EIN 45-4482782 / PN 003
Master Trust
$712.3M47.7%
DEFINED CONTRIBUTION PLANS MTIA
CONSOLIDATED NUCLEAR SECURITY, LLC · EIN 45-4482782 / PN 005
Master Trust
$558.0M37.4%
Self-Directed Brokerage Accounts Mutual Funds, Common Stock, Bonds$108.8M7.3%
ACTIVE CORE OPTIONS MTIA
CONSOLIDATED NUCLEAR SECURITY, LLC · EIN 45-4482782 / PN 004
Master Trust
$96.9M6.5%
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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