Plan Snapshot
- Plan Sponsor: Alliant Energy Corporate Services, INC.
- Sponsor EIN: 391914946
- Sponsor Address: 4902 NORTH BILTMORE LANE, MADISON, WI, 537182148
- Plan Type: 401(k)
- Total Participants: 2,987
- Total Assets: $1.4B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,987 | $1.4B | $31.1M | $45.0M |
| 2023 | 3,265 | $1.3B | $29.0M | $42.5M |
| 2022 | 3,101 | $1.2B | $27.6M | $41.5M |
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 |
|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | Other Service Provider | $611,240 | — | $611,240 |
| EMPOWER ANNUITY INS CO OF AMERICA | Other Service Provider | $291,753 | — | $291,753 |
| FIDELITY INVESTMENTS INST CO, LLC | Recordkeeper | $37,145 | — | $37,145 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $22,171 | — | $22,171 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INST CO, LLC — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $962,309
- Estimated Expense Ratio: 0.068% 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 | $922,730 | $593,832 | — | — | — |
| 2023 | $889,364 | $609,180 | — | — | — |
| 2022 | $866,136 | — | — | — | — |