AUMdb

Constellation Retirement Program

Sponsored by Constellation Energy Generation Llc · EIN 233064219 · Plan #001

Total assets
$5.0B
Net assets
$5.0B
Active participants
4,469
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Blackrock Financial Management, Inc CRD 107105 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Constellation Energy Generation Llc Plan administrator $4,168,836
Alight Solutions Llc Recordkeeping $1,276,305
Northern Trust Corporation Custodial (securities), Trustee (institutional), Investment management fees (direct) $973,531
Willis Towers Watson Us Llc Actuarial $452,143
Blackrock Financial Management, Inc Investment management, Investment management fees (direct), Investment management fees (indirect) $312,605
Caissa, Llc Other services $245,188
Albourne America, Llc Consulting (general), Consulting fees $197,630
Stepstone Group Lp Consulting (general) $100,792
Plante Moran Consulting (general), Consulting fees $80,750
Cambridge Associates Llc Consulting (general), Consulting fees $51,407
Blackrock Financial Management, Inc Other services $35,545
Mitchell & Titus, Llp Accounting $31,948
Renuaa Risk Management Advisors, Ll Other services $24,781
Bloomberg Finance Lp Other services $14,720
Evestment Alliance, Llc Consulting (general), Consulting fees $7,217