AUMdb

Nrg Affiliates Employee Savings Plan

Sponsored by Nrg Affiliate Services, Inc · EIN 411960764 · Plan #001

Total assets
$2.3B
Net assets
$2.3B
Active participants
11,745
With balances
14,204

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $359,142
Strategic Advisors, Inc. Investment advisory (plan) $205,427
Newport Capital Group,Llc Consulting (general) $150,906
Warren Averett,Llc Consulting (general) $14,000
Aon Consulting, Inc. Consulting (general) $6,750