Savings Plan For Employees At Ornl
Sponsored by Ut Battelle, Llc · EIN 621788235 · Plan #002
- Total assets
- $1.8B
- Net assets
- $1.8B
- Active participants
- 7,080
- With balances
- 8,903
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $320,689 |
| Usi Insurance Services, Llc | Insurance services | $148,511 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $6,949 |