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Original filing (PDF)20251010162107NAL0008011025004
CONSOLIDATED NUCLEAR SECURITY, LLC
Form 5500
FILING_RECEIVED
DEFINED CONTRIBUTION PLANS MTIA
Employee benefit plan
Signals · 1
43% in single holding
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$628.9M
Net assets (EOY)
$628.8M
How this plan invests
This plan
7 pooled trusts
Schedule D
7 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
78
Total plan cost
100
Vendor stack
100
Participation health
90
Knocking points off
- Top holding "EQUITY INDEX FUND F" is 43% of plan.
- No active participants reported but plan still holds assets.
Helping the score
- Below-peer total fees (4 bps vs 6 bps peer median).
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
62-1407069
Address
P.O. BOX 2115 · OAK RIDGE, TN · 378318258
Phone
(865) 574-1500
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INVESCO CAPITAL MANAGEMENT | 58-1707262 | ATLANTA, GA | NONE | $233K | — |
| NORTHERN TRUST COMPANY | 36-1561860 | CHICAGO, IL | NONE | $17K | — |
Investments
7 pooled funds· $364.3M(58% 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 |
|---|---|---|---|---|---|---|
| EQUITY INDEX FUND J BLACKROCK INSTITUTIONAL TRUST CO., · EIN 35-2439538 / PN 001 | Common Collective Trust | — | — | $158.1M | 25.1% | |
| RUSSELL 2500 INDEX FUND M BLACKROCK INSTITUTIONAL TRUST CO., · EIN 46-1431095 / PN 001 | Common Collective Trust | — | — | $72.6M | 11.5% | |
| BLACKROCK MSCI ACWI EX-US INDEX M BLACKROCK INSTITUTIONAL TRUST CO., · EIN 45-4431087 / PN 001 | Common Collective Trust | — | — | $63.5M | 10.1% | |
| LOOMIS SAYLES LARGE CAP GROWTH LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6391546 / PN 012 | Common Collective Trust | — | — | $30.4M | 4.8% | |
| BOSTON PARTNERS LG CAP VALUE EQUITY BOSTON PARTNERS TRUST COMPANY · EIN 61-1603964 / PN 001 | Common Collective Trust | — | — | $25.9M | 4.1% | |
| PRUDENTIAL CORE PLUS BOND FUND PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $7.6M | 1.2% | |
| NT COLLECTIVE ST INVESTMENT FUND NORTHERN TRUST INVESTMENTS INC. · EIN 45-6138589 / PN 084 | Common Collective Trust | — | — | $6.2M | 1.0% |
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