Nrel 403(b) Employee Savings Plan
Sponsored by Alliance For Sustainable Energy, Llc · EIN 261939342 · Plan #002
- Total assets
- $625M
- Net assets
- $625M
- Active participants
- 3,584
- With balances
- 5,162
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Russell Investments Capital, Llc CRD 37550 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $389,213 |
| Russell Investment Trust Co | Investment advisory (plan), Direct payment from the plan | $127,867 |
| Forvis Mazars, Llp | Accounting, Direct payment from the plan | $14,178 |
| Capital Mgmt Services Inc | Investment advisory (plan), Direct payment from the plan | $11,340 |
| Charles Schwab & Co, Inc. | Securities brokerage, Securities brokerage commissions | $3,017 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |