# Nrg Affiliate Services, INC 401(k) Plan
Source: https://planprovider.pro/companies/nrg-affiliate-services-inc-401k-plan

> Nrg Affiliate Services, INC's 401(k) plan: 11,745 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [WARREN AVERETT,LLC](https://planprovider.pro/provider/warren-averett-llc) — CONSULTANT

- [AON CONSULTING, INC.](https://planprovider.pro/provider/alight-solutions) — 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|—|—|—|

## Similar Plans

- [Reworld Projects, LLC](https://planprovider.pro/companies/covanta-projects-llc-401k-plan) — 4,157 participants

- [Trinity Solar, LLC](https://planprovider.pro/companies/trinity-solar-inc-401k-plan) — 2,725 participants

- [Local Union 94 I.B.E.W.](https://planprovider.pro/companies/local-union-94-i-b-e-w-plan) — 2,554 participants

- [Trustees Of Ibew Local 1919 Annuity](https://planprovider.pro/companies/trustees-of-ibew-local-1919-annuity-plan) — 899 participants

- [Ls Power Development, LLC](https://planprovider.pro/companies/ls-power-development-llc-plan-001) — 444 participants

- [Nrg Affiliate Services, INC.](https://planprovider.pro/companies/nrg-affiliate-services-inc-plan-004) — 392 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/nrg-affiliate-services-inc-401k-plan)

© 2026 PlanProvider.Pro