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Original filing (PDF)20251013095005NAL0000962273001
NUCLEAR ENERGY INSTITUTE, INC.
Form 5500
FILING_RECEIVED
NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES PENSION PLAN
Defined-benefit pension plan
Signals · 1
~412845 bps in Sched C fees
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$11K
Net assets (EOY)
$0
Plan health score (directional)
86
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 412845 bps in Schedule C fees — 261194% above peer band of 158 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NUCLEAR ENERGY INSTITUTE, INC..
Plan sponsor
Name
NUCLEAR ENERGY INSTITUTE, INC.
EIN
52-1209124
Address
1201 F STREET, NW, SUITE 1100 · WASHINGTON, DC · 20004
Phone
(202) 739-8000
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST STATE TRUST COMPANY | 13-3124172 | — | NONE | $309K | — |
| MCCREADY AND KEENE, INC, | 35-0500670 | — | NONE | $144K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.