Plan Ledger DOL Form 5500 · updated monthly

Invenergy LLC401(k)

INVENERGY LLC 401(K) PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Invenergy LLC reported $255,310 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $4,920 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 2 years on file its reported administrative ratio fell from 0.16% to 0.12%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other utilities employers. By assets it is the 289th-largest of 3,702 plans among Illinois employers on file, and the 90th of 412 in utilities. In 2024, employees put in $2.17 for every $1.00 the employer contributed; active participation has grown from 1,594 to 2,212 since 2022.

Plan summary
Net assets, end of year$240,257,744
Participants with balances2,604
Active participants2,212
Employer contributions$10,882,105
Employee contributions$23,627,658
Employer contribution per active participant$4,920
Average account balance$92,265
Benefits paid to participants$14,597,773
Plan auditUnmodified (clean) audit opinion
AuditorWEISS & COMPANY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$240.3M · 2,604 accts · $10.9M emplr
2023$183.2M · 2,366 accts · $8.4M emplr
2022$132.2M · 1,913 accts · $6.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$197,121
Investment management$29,689
Audit (IQPA)$28,500
Total administrative$255,310
The Invenergy LLC 401(k) match · 2024
Employer contribution per active participant$4,920
Median for plans this size$3,635
2024$4,920 per active participant
2023$4,270 per active participant
2022$4,089 per active participant

Invenergy LLC's 2024 employer contribution ran above the $3,635 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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$197,121
CBIZ INVESTMENT ADVISORY SERVICES · Investment advisory (plan)$29,689
WEISS & COMPANY LLP · Accounting / audit$28,500

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

Administrative cost history3
2024$255,310 · 0.12%
2023$170,018 · 0.11%
2022$218,975 · 0.16%
Same employer
Similar plansUtilities · Illinois
Exelon Corporation IL$6.3B · 0.09%
El Paso Electric Company TX$241.2M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364462793 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.