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Retirement plan

LLNS 401(K) SAVINGS PLAN

LAWRENCE LIVERMORE NATIONAL SECURITY LLCEIN 20-5624386Plan #002PY 2016
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7000 EAST AVENUE, L-640 - LIVERMORE, CA 94550925-424-5085LinkedIn51-200 employees
Other plans on this EIN
2 filings
#003Retirement-$2.84B assets#001Retirement-$696.9M assets
Prospect flagsLow returnsLow employer contributionCorrective distributions

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(925) 424-5085
Plan administrator signer
LISA MONTALVO
Signed 10/11/2017
Plan administrator entity
LLNS BENEFITS AND INVESTMENT COMMITTEE
EIN 205624386
How to read this page

Summary metrics

Total assets (EOY)
$336.9M
-9.0% from 2016
Total participants
2,827
+3.3% from 2016
Average account balance
$137,505
-11.2% from 2016
Annual return
6.43%
-5.22 pp from 2016

Benchmarks

See 664 peers
Peer group
Industry54 - Professional, Scientific, and Technical Services
Plan typeDefined contribution
Participants1,000-4,999
Cohort664 peers
Snapshot2016
Participant deferral / active EE
$10,783
median $5,897
Employer contribution / active EE
$0
median $1,948
Participation rate
84.5%
median 88.4%
Avg account balance
$137,505
median $65,362
Admin fee / account holder
$101
median $49
Annual return
6.43%
median 9.20%
Overall peer rank
42nd percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$608.05M
Average account balance
Total assets / participants with a balance (line 6g)
$359K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
1,695
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
58.3%
Contributions (total)
Employer and participant dollars contributed each year
$21.23M
Contributions per participant
Average employer and participant contribution per enrolled participant
$12K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+12.84%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$84
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Top 7 by compensation
ProviderService typeCompensation
FIDELITY INVESTMENTS INSTITUTIONAL2+ years
Service code 37 · EIN 04-2647786
Loan Processing
$147,586
BNY MELLON ASSET SERVICING2+ years
Service code 21 · EIN 13-5160382
Bank Trustee
$32,199
MERCER2+ years
Service code 16 · EIN 13-2834414
Consulting
$31,260
KILPATRICK TOWNSEND2+ years
Service code 29 · EIN 58-0511774
Legal
$14,261
AON RISK SERVICES, INC.2+ years
Service code 49
200 E RANDOLPH STREET · CHICAGO, IL 60601
Other Services
$11,691
MOSS ADAMS LLP2+ years
Service code 10 · EIN 91-0189318
Accounting
$7,500
MULTNOMAH GROUP1 year
Service code 16 · EIN 20-0361079
522 SW FIFTH AVENUE · PORTLAND, OR 97204
Consulting
$3,673

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 codes2F2G2J2R2T3F
Plan features
  • 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.
  • 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

3 tripped
  • OpportunityLow employer contribution

    Employer contribution per participant is in the bottom quintile of the peer cohort.

  • OpportunityLow returns

    Annual investment return is in the bottom quintile of the peer cohort.

  • ComplianceCorrective distributions

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

Expense breakdown

Schedule H Part II
Admin total
$248K
$102 / participant
  • Other / not subdivided$248K100.0%
% of EOY assets
0.074%
all-in expense ratio
Categories reported
0 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm
MOSS ADAMS LLP
Auditor EIN
910189318
Audit fees
(not subdivided)
Opinion code
Disclaimer