PlanOptica
Retirement plan

LLNS 401(K) RETIREMENT PLAN

LAWRENCE LIVERMORE NATIONAL SECURITY LLCEIN 20-5624386Plan #001PY 2024
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7000 EAST AVENUE L640 - LIVERMORE, CA 94550925-423-8452LinkedIn51-200 employees
Other plans on this EIN
2 filings
#003Retirement-$3.86B assets#002Retirement-$608.0M assets
Prospect flagsCorrective distributions

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(925) 423-8452
Plan administrator signer
CAROL CHRISTOPHER
Signed 09/30/2025
Plan administrator entity
LLNS BENEFITS AND INVESTMENT COMMITTEE
EIN 205624386
How to read this page

Summary metrics

Total assets (EOY)
$2498.5M
-14.3% from 2016
Total participants
10,965
-12.4% from 2016
Average account balance
$231,383
-1.6% from 2016
Annual return
15.60%
-6.86 pp from 2016

Benchmarks

See 108 peers
Peer group
Industry54 - Professional, Scientific, and Technical Services
Plan typeDefined contribution
Participants5,000-9,999
Cohort108 peers
Snapshot2024
Participant deferral / active EE
$15,764
median $8,000
Employer contribution / active EE
$14,698
median $2,889
Participation rate
98.0%
median 92.8%
Avg account balance
$231,383
median $109,940
Admin fee / account holder
$65
median $67
Annual return
15.60%
median 16.00%
Overall peer rank
74th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$2.50B
Average account balance
Total assets / participants with a balance (line 6g)
$231K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
10,798
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
98.0%
Contributions (total)
Employer and participant dollars contributed each year
$257.01M
Contributions per participant
Average employer and participant contribution per enrolled participant
$30K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+15.60%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$65
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Top 6 by compensation
ProviderService typeCompensation
FIDELITY INVESTMENTS INSTITUTIONAL10+ years
Service code 37 · EIN 04-2647786
Loan Processing
$483,585
BNY MELLON ASSET SERVICING10+ years
Service code 21 · EIN 13-5160382
Bank Trustee
$101,420
MERCER10+ years
Service code 16 · EIN 13-2834414
Consulting
$75,097
AON RISK INSURANCE SERVICE WEST INC1 year
Service code 49 · EIN 95-3252415
Other Services
$70,002
MOSS ADAMS LLP10+ years
Service code 10 · EIN 91-0189318
Accounting
$29,500
ALSTON & BIRD4 years
Service code 29 · EIN 58-0137615
Legal
$21,320

Top hat statement on fileNQDC

Filed January 26, 2009

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

Plan features & details

Pension benefit codes2E2F2G2J2K2T3F2R
Plan features
  • 2E
    Profit-sharing
    Profit-sharing plan.
  • 2F
    ERISA section 404(c) plan
    This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
  • 2G
    Total participant-directed account plan
    Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 2J
    Code section 401(k) feature
    Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
  • 2K
    Code section 401(m) arrangement
    Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
  • 2R
    Participant-directed brokerage accounts
    Participant-directed brokerage accounts provided as an investment option under the plan.
  • 2T
    Default investment account
    Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
  • 3F
    Leased employees
    Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

1 tripped
  • ComplianceCorrective distributions

    Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II
Admin total
$697K
$83 / participant
  • Recordkeeping$482K69.2%
  • Trustee / custodial$101K14.5%
  • Investment mgmt$75K10.8%
  • Legal$21K3.1%
  • Contract admin$71K10.2%
% of EOY assets
0.028%
all-in expense ratio
Categories reported
5 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
BAKER TILLY US, LLP
Auditor EIN
301413443
Audit fees
$29,500
Opinion code
Unqualified