Plan Snapshot
- Plan Sponsor: Nrg Affiliate Services, INC
- Sponsor EIN: 411960764
- Sponsor Address: 804 CARNEGIE CENTER, PRINCETON, NJ, 08540
- Plan Type: 401(k)
- Total Participants: 11,745
- Total Assets: $2.3B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 11,745 | $2.3B | $47.7M | $70.0M |
| 2023 | 6,476 | $2.0B | $45.0M | $67.3M |
| 2022 | 6,623 | $1.8B | $29.7M | $64.1M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $359,142 | — | $359,142 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $205,427 | — | $205,427 |
| NEWPORT CAPITAL GROUP,LLC | CONSULTANT | $150,906 | — | $150,906 |
| WARREN AVERETT,LLC | CONSULTANT | $14,000 | — | $14,000 |
| AON CONSULTING, INC. | CONSULTANT | $6,750 | — | $6,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- WARREN AVERETT,LLC — CONSULTANT
- AON CONSULTING, INC. — CONSULTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $736,225
- Estimated Expense Ratio: 0.032% 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 | $736,225 | $205,427 | — | — | — |
| 2023 | $631,445 | $166,759 | — | — | — |
| 2022 | $797,522 | $109,091 | — | — | — |