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Original filing (PDF)20251013132052NAL0003013602002
INSTITUTE OF NUCLEAR POWER OPERATIONS
Form 5500
FILING_RECEIVED
INSTITUTE OF NUCLEAR POWER OPERATIONS 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
304
Accounts w/ balance
408
Plan assets (EOY)
$136.9M
Net assets (EOY)
$136.9M
How this plan invests
This plan
2 pooled trusts
Schedule D
22 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 22 bps in Schedule C fees — 116% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INSTITUTE OF NUCLEAR POWER OPERATIONS.
Plan sponsor
Name
INSTITUTE OF NUCLEAR POWER OPERATIONS
EIN
58-1382198
Address
700 GALLERIA PARKWAY, SE STE 100 · ATLANTA, GA · 303395943
Phone
(770) 644-8510
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
FRAZIER & DEETER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $106K | — |
| MORNINGSTAR INC | 36-3297908 | — | NONE | $70K | — |
| TRUIST BANK | 56-1074313 | — | NONE | $68K | — |
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $42K | — |
| ENVESTNET ASSET MANAGEMENT INC | 36-4319587 | — | NONE | $9K | — |
| CHARLES SCHWAB & CO., INC | 94-1737782 | — | NONE | $1K | — |
Investments
16 direct securities · 2 pooled funds· $145.8M(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
$127.9M
16 holdings
Common Collective Trust
$17.9M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Mutual fund | — | — | — | $41.3M | 30.1% | |
| Doubleline Core Fixed Income I Mutual fund | — | — | — | $15.6M | 11.4% | |
| WILMGTTR CIT II GALLIARD RET INC FD WILMINGTON TRUST, N.A. · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $14.4M | 10.5% | |
| Fidelity US Bond Index Mutual fund | — | — | — | $13.4M | 9.8% | |
| Self-Directed Brokerage Account Various | — | — | — | $12.3M | 9.0% | |
| Vanguard Total Intl Stk Instl Mutual fund | — | — | — | $8.0M | 5.8% | |
| Europacific Growth R6 Mutual fund | — | — | — | $7.5M | 5.5% | |
| Vanguard Mid Cap Indext Instl Mutual fund | — | — | — | $5.4M | 3.9% | |
| VANGUARD MIDCAP INDEX INSTL Registered Investment Company | — | — | — | $5.4M | 3.9% | |
| T Rowe Price Mid Cap Growth Mutual fund | — | — | — | $3.5M | 2.6% | |
| Mfs Mid Cap Value Fund CL CT Collective Trust Fund | — | — | — | $3.5M | 2.5% | |
| MFS HTG TR COMP CIT MFS MCV FD MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 024 | Common Collective Trust | — | — | $3.5M | 2.5% | |
| CONESTOGA SMCAP INSTITUTIONAL Registered Investment Company | — | — | — | $3.2M | 2.4% | |
| VANGUARD SMALL CAP INDEX ADMRL Registered Investment Company | — | — | — | $3.1M | 2.3% | |
| Allspring Spec Sm Cap Val Inst Mutual fund | — | — | — | $2.2M | 1.6% | |
| Vanguard Short Term Infl Pro Mutual fund | — | — | — | $1.8M | 1.3% | |
| DFA Real Estate Securities Mutual fund | — | — | — | $984K | 0.7% | |
| Participant Notes Receivable Interest rates from 3.25% to 8.50% | — | — | — | $802K | 0.6% |