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Original filing (PDF)20250528170428NAL0007256561001
CENTRUS ENERGY CORP.
Form 5500
FILING_RECEIVED
CENTRUS SAVINGS PROGRAM
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
332
Accounts w/ balance
806
Plan assets (EOY)
$220.1M
Net assets (EOY)
$220.1M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: MANAGED INCOME PORTFOLIO II (no filing on disk)]" is 100% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTRUS ENERGY CORP..
Plan sponsor
Name
CENTRUS ENERGY CORP.
EIN
52-2107911
Address
6901 ROCKLEDGE DRIVE · SUITE 800 · BETHESDA, MD · 20817
Phone
(301) 564-3328
Industry
Manufacturingsee 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
2025-05-28
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
CLARK SCHAEFER HACKETT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INST OPER CO | 04-2647786 | — | RECORDKEEPER | -$194K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SWBC INVESTMENT ADVISORY SERVICES L | 27-4316789 | — | INVESTMENT ADVISOR | $75K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $47K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLARK SHAEFER HACKETT | 31-0800053 | — | ACCOUNTANT/AUDITOR | $18K | — |
| CLEARVIEW CONSULTING, INC. | 27-5362399 | — | ACCOUNTANT | $3K | — |
Investments
1 pooled fund· $21.7M(10% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MANAGED INCOME PORTFOLIO II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $21.7M | 9.9% |
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