Plan Ledger DOL Form 5500 · updated monthly

Alliance for Sustainable Energy, LLC403(b)

NREL 403(B) EMPLOYEE SAVINGS PLAN · GOLDEN, CO · plan year 2024

Reported admin expense ratio · 2024
0.10%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Alliance for Sustainable Energy, LLC reported $546,607 in plan administrative expenses for 2024: 0.10% of average plan assets, above the peer median. Employer contributions averaged $2,728 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.10%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 31st-largest of 1,461 plans among Colorado employers on file, and the 286th of 11,654 in professional & technical services. In 2024, employees put in $3.74 for every $1.00 the employer contributed; active participation has grown from 2,877 to 3,584 since 2022.

Plan summary
Net assets, end of year$625,099,305
Participants with balances5,162
Active participants3,584
Employer contributions$9,775,701
Employee contributions$36,552,084
Employer contribution per active participant$2,728
Average account balance$121,096
Benefits paid to participants$30,579,973
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$625.1M · 5,162 accts · $9.8M emplr
2023$525.4M · 4,699 accts · $8.8M emplr
2022$422.2M · 4,170 accts · $7.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$389,213
Investment management$143,216
Audit (IQPA)$14,178
Total administrative$546,607
Employer contributions to the Alliance for Sustainable Energy, LLC plan · 2024
Employer contribution per active participant$2,728
Median for plans this size$4,294
2024$2,728 per active participant
2023$2,750 per active participant
2022$2,603 per active participant

Alliance for Sustainable Energy, LLC's 2024 employer contribution ran below the $4,294 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20246
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$389,213
RUSSELL INVESTMENT TRUST CO · Investment advisory (plan)$127,867
FORVIS MAZARS, LLP · Accounting / audit$14,178
CAPITAL MGMT SERVICES INC · Investment advisory (plan)$11,340
CHARLES SCHWAB & CO, INC. · Securities brokerage$3,017
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$546,607 · 0.10%
2023$565,750 · 0.12%
2022$431,301 · 0.09%
Same employer
Similar plansProfessional & Technical Services · Colorado
Arcadis U.S., Inc. CO$2.3B · 0.03%
Brown and Caldwell CO$653.1M · 0.08%
Holland & Hart LLP CO$525.3M · 0.07%
The Western Union Company CO$446.9M · 0.09%
Palantir Technologies Inc. CO$393.3M · 0.05%
Fast LP CO$376.8M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261939342 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.