National Laboratory Of The Rockies Shared Security Pension Plan
Sponsored by Alliance For Energy Innovation, Llc · EIN 261939342 · Plan #005
- Total assets
- $436M
- Net assets
- $436M
- Active participants
- 3,197
- With balances
- 0
Plan year beginning 06/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Russell Investments Capital, Llc CRD 37550 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Russell Investments | Investment management, Direct payment from the plan | $800,803 |
| Mercer (Us) Inc. | Actuarial, Direct payment from the plan | $244,504 |
| Us Bank National Association | Trustee (institutional), Direct payment from the plan | $241,252 |
| Forvis Mazars Llp | Accounting, Direct payment from the plan | $22,229 |