2023 Form 5500 filing — Nrel 403(B) Employee Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011125130NAL0010930179005) for Nrel 403(B) Employee Savings Plan, reported by Alliance For Sustainable Energy, LLC under EIN 26-1939342 and plan number 002. It reports 4,170 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011125130NAL0010930179005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alliance For Sustainable Energy, LLC
- EIN
- 26-1939342
- Plan number
- 002
- Location
- Golden, CO
- Participants
- 4,170
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $525,431,207
- Net assets (EOY)
- $525,431,207
- Employer contributions
- $8,819,154
- Participant contributions
- $32,235,704
- Total income / additions
- $130,400,040
- Benefits paid
- $26,577,880
- Administrative expenses
- $565,750
- Total expenses
- $27,145,017
- Net increase / (decrease)
- $103,255,023
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $360,067 | $0 |
| Russell Investment Trust Co | INVESTMENT ADVISOR | $172,434 | not reported in the loaded dataset |
| Forvis Mazars, Llp | AUDITOR | $17,848 | not reported in the loaded dataset |
| Capital Mgmt Services Inc | INVESTMENT ADVISOR | $11,337 | not reported in the loaded dataset |
| Charles Schwab & Co, Inc. | SECURITIES BROKER | $3,241 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |