# Independence Energy Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/independence-energy-management-llc-401k-plan

> Independence Energy Management, LLC's 401(k) plan: 884 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Independence Energy Management, LLC

- **Sponsor EIN:** 862772723

- **Sponsor Address:** 600 TRAVIS STREET, SUITE 7200, HOUSTON, TX, 77002

- **Plan Type:** 401(k)

- **Total Participants:** 884

- **Total Assets:** $79.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|884|$79.0M|$4.5M|$7.3M|

| 2023|943|$49.9M|$4.6M|$7.4M|

| 2022|843|$30.5M|$3.3M|$5.4M|

## 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 ANNUITY INSURANCE COMPANY|RECORDKEEPER|$110,460|—|$110,460|

| ALLIANT INSURANCE SERVICES INC DBA|INVESTMENT ADVISOR|$81,904|—|$81,904|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$39,985|—|$39,985|

| RUSSON + JOHNSTON LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [RUSSON + JOHNSTON LLP](https://planprovider.pro/provider/pension-assurance-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $232,349

- **Estimated Expense Ratio:** 0.294% 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|$232,349|$121,889|—|—|—|

| 2023|$150,361|$76,699|—|—|—|

| 2022|$61,932|$31,565|$30,367|—|—|

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