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Original filing (PDF)20250925050832NAL0008198529001
FOUR RIVERS NUCLEAR PARTNERSHIP
Form 5500
FILING_RECEIVED
FOUR RIVERS NUCLEAR PARTNERSHIP RETIREMENT PLAN
401(k) retirement plan
Active participants
831
Accounts w/ balance
992
Plan assets (EOY)
$108.4M
Net assets (EOY)
$108.4M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 21 bps in Schedule C fees — 111% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FOUR RIVERS NUCLEAR PARTNERSHIP.
Plan sponsor
Name
FOUR RIVERS NUCLEAR PARTNERSHIP
EIN
81-3609270
Address
5511 HOBBS RD · KEVIL, KY · 42053
Phone
(270) 816-4867
Industry
Admin Support & Waste Mgmtsee 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
2025-09-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ELLIOTT DAVIS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $82K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ELLIOTT DAVIS , LLC | 57-0381582 | — | CONSULTANT | $21K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | 43-0345811 | — | INVESTMENT/FINANCIAL ADVI | $126K | — |
| MESIROW FINANCIAL INVESTMENT MANAGE | 36-3429599 | — | INVESTMENT/FINANCIAL ADVI | $0 | — |
Investments
24 direct securities · 1 pooled fund· $106.2M(98% 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.
Registered Investment Companies
$102.3M
24 holdings
Common Collective Trust
$3.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $14.2M | 13.1% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $11.1M | 10.2% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $10.4M | 9.6% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $8.7M | 8.0% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $7.6M | 7.0% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $6.9M | 6.4% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $6.8M | 6.3% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $6.0M | 5.5% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $4.5M | 4.2% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $4.0M | 3.7% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $3.9M | 3.6% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $3.7M | 3.4% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $2.9M | 2.7% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $2.8M | 2.6% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $2.8M | 2.6% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $1.6M | 1.5% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $1.5M | 1.3% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $1.5M | 1.3% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $1.4M | 1.3% | |
| DIMENSIONAL GLOBAL EQTY - INST | Registered Investment Companies | — | — | $934K | 0.9% | |
| VANGUARD LIFESTRATEGY MOD GROW | Registered Investment Companies | — | — | $913K | 0.8% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $683K | 0.6% | |
| JOHN HANCOCK BOND FUND - R6 | Registered Investment Companies | — | — | $671K | 0.6% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $667K | 0.6% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $285K | 0.3% |