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Original filing (PDF)20251009125010NAL0003921747001
ENTERGY CORPORATION
Form 5500
FILING_RECEIVED
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES VIII
401(k) retirement plan
Signals · 3
100% in single holdingNo recordkeeper disclosed8 service providers
Active participants
2,661
Accounts w/ balance
2,807
Plan assets (EOY)
$111.8M
Net assets (EOY)
$111.8M
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)
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 "[DFE: ENTERGY CORPORATION QUALIFIED PLAN MASTER TRUST (extraction pending)]" is 100% of plan.
- 15 bps in Schedule C fees — modestly 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 ENTERGY CORPORATION.
Plan sponsor
Name
ENTERGY CORPORATION
EIN
72-1229752
Address
639 LOYOLA AVE. · L-ENT-15N EB AND C · NEW ORLEANS, LA · 70113
Phone
(504) 576-4000
Industry
Utilitiessee all
Plan administrator
Name
EMPLOYEE BENEFITS COMMITTEE OF ENTERGY CORPORATION
EIN
72-1269450
City
NEW ORLEANS, LA
Phone
(504) 576-4000
Plan characteristics
Plan number
019
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2I · Stock bonus
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DELOITTE AND TOUCHE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1714114 | — | NONE | $76K | — |
| DELOITTE AND TOUCHE LLP | 13-3891517 | — | NONE | $31K | — |
| NEWPORT TRUST COMPANY | 27-4411131 | — | NONE | $30K | — |
| CALLAN LLC | 82-2748926 | — | NONE | $14K | — |
| FRIDAY, ELDRIDGE & CLARK, LLP | 71-0253637 | — | NONE | $12K | — |
| CHARLES SCHWAB CO., INC. | 94-1737782 | — | NONE | $0 | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $0 | — |
| BLACKROCK INST TRUST COMPANY, N.A. | 94-3112180 | — | NONE | $0 | — |
Investments
1 pooled fund· $100.7M(90% 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 |
|---|---|---|---|---|---|---|
| ENTERGY CORP QUAL PLAN MASTER TRUST ENTERGY CORPORATION · EIN 41-2062510 / PN 001 | Master Trust | — | — | $100.7M | 90.1% |