# Alliance For Energy Innovation, LLC DB Plan
Source: https://planprovider.pro/companies/alliance-for-energy-innovation-llc-261939342-005

> Alliance For Energy Innovation, LLC's DB plan: 3,197 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Alliance For Energy Innovation, LLC

- **Sponsor EIN:** 261939342

- **Sponsor Address:** 15013 DENVER WEST PARKWAY, GOLDEN, CO, 80401

- **Plan Type:** DB

- **Plan Number:** 005

- **Total Participants:** 3,197

- **Total Assets:** $435.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|3,197|$435.5M|$31.6M|$0|

| 2023|3,154|$406.2M|$24.9M|$0|

| 2022|2,822|$385.5M|$26.3M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| RUSSELL INVESTMENTS|Investment Advisor|$800,803|—|$800,803|

| MERCER (US) INC.|Actuary|$244,504|—|$244,504|

| US BANK NATIONAL ASSOCIATION|Custodian / Trustee|$241,252|—|$241,252|

| FORVIS MAZARS LLP|Auditor|$22,229|—|$22,229|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RUSSELL INVESTMENTS](https://planprovider.pro/provider/russell-investments) — Investment Advisor

- [MERCER (US) INC.](https://planprovider.pro/provider/mercer-advisors) — Actuary

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,308,788

- **Estimated Expense Ratio:** 0.300% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$1,619,365|$995,977|—|$22,229|—|

| 2023|$1,265,260|$890,527|—|$13,705|—|

| 2022|$728,066|$255,702|—|—|$260,310|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/alliance-for-energy-innovation-llc-261939342-005)

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