Plan Snapshot
- Plan Sponsor: Alliance For Energy Innovation, LLC
- Sponsor EIN: 261939342
- Sponsor Address: 15013 DENVER WEST PARKWAY, GOLDEN, CO, 80401
- Plan Type: DB
- 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. |
|---|---|---|---|---|
| 2025 | 3,197 | $435.5M | $0 | $0 |
| 2024 | 3,154 | $406.2M | $0 | $0 |
| 2023 | 2,822 | $385.5M | $0 | $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 |
|---|---|---|---|---|
| FORVIS MAZARS LLP | Auditor | $22,229 | — | $22,229 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,229
- Estimated Expense Ratio: 0.005% 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 |
|---|---|---|---|---|---|
| 2025 | $1,619,365 | $995,977 | — | $22,229 | — |
| 2024 | $1,265,260 | $890,527 | — | $13,705 | — |
| 2023 | $728,066 | $255,702 | — | — | $260,310 |