Nrel 403(B) Employee Savings Plan — Form 5500 plan (Alliance For Sustainable Energy, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Nrel 403(B) Employee Savings Plan is a benefit plan reported by Alliance For Sustainable Energy, LLC under EIN 26-1939342 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,170 participants and $525,431,207 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alliance For Sustainable Energy, LLC
- EIN
- 26-1939342
- Plan number
- 002
- Plan type
- 2
- Location
- Golden, CO
- Latest filing year
- 2023
- Participants
- 4,170
- End-of-year plan assets
- $525,431,207
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,170 | H, C | 20241011125130NAL0010930179005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $525,431,207
- Net assets (EOY)
- $525,431,207
- Net assets (BOY)
- $422,176,184
Income & contributions
- Employer contributions
- $8,819,154
- Participant contributions
- $32,235,704
- Total contributions
- $45,202,791
- Total income / additions
- $130,400,040
Expenses & distributions
- Benefits paid
- $26,577,880
- Administrative expenses
- $565,750
- Total expenses
- $27,145,017
- Net increase / (decrease)
- $103,255,023
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $360,067 | $0 | 2023 |
| Russell Investment Trust Co | INVESTMENT ADVISOR | $172,434 | not reported in the loaded dataset | 2023 |
| Forvis Mazars, Llp | AUDITOR | $17,848 | not reported in the loaded dataset | 2023 |
| Capital Mgmt Services Inc | INVESTMENT ADVISOR | $11,337 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co, Inc. | SECURITIES BROKER | $3,241 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alliance For Sustainable Energy, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Golden, CO
- Transamerica Retirement Solutions — Schedule C compensation
- Russell Investment Trust Co — Schedule C compensation
- Forvis Mazars, Llp — Schedule C compensation
- Capital Mgmt Services Inc — Schedule C compensation
- Charles Schwab & Co, Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation