Alliance for Energy Innovation 403(b) match, vesting and fees
What Alliance for Energy Innovation's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 23 defined-contribution plans in professional, scientific, and technical services with 5,000 to 9,999 participants.
| Alliance for Energy Innovation: employer contribution per participant | $2,082 | |
| Peer median | $2,334 |
| Alliance for Energy Innovation: average balance | $141,284 | |
| Peer median | $180,350 |
| Alliance for Energy Innovation: admin expenses ÷ assets | 0.09% | |
| Peer median | 0.04% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $501M at the end of plan year 2021 to $723M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 5,114 | $723M | $10.6M | $2,082 | 0.09% | Not published | Form 5500 ↗ |
| 2024 | 5,226 | $625M | $9.8M | $1,894 | 0.10% | Not published | Form 5500 ↗ |
| 2023 | 4,799 | $525M | $8.8M | $1,877 | 0.12% | Not published | Form 5500 ↗ |
| 2022 | 4,170 | $422M | $7.5M | $1,796 | 0.09% | Not published | Form 5500 ↗ |
| 2021 | 3,821 | $501M | $6.8M | $1,788 | 0.09% | Not published | Form 5500 ↗ |
Other Alliance for Energy Innovation plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
National Laboratory of the Rockies Shared Security Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Forvis Mazars LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Alliance for Energy Innovation match 401(k) contributions?
The match terms for the Nlr 403(b) Employee Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $10.6M in employer contributions, about $2,082 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Alliance for Energy Innovation 401(k) match vested?
The vesting schedule for the Nlr 403(b) Employee Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Alliance for Energy Innovation 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Transamerica Retirement Solutions. The plan administrator is Alliance for Energy Innovation, LLC.
I left Alliance for Energy Innovation. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Alliance for Energy Innovation, LLC, (303) 384-7584) or the recordkeeper, Transamerica Retirement Solutions. The Alliance for Energy Innovation old 401(k) page lists the contacts from every plan filing. Find an old Alliance for Energy Innovation 401(k)
Data from the public Form 5500 annual reports Alliance for Energy Innovation filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Alliance for Energy Innovation. Not financial advice. Report a correction · Methodology