Find an old Alliance for Energy Innovation 401(k)

Who to contact about an account in each of the 2 Alliance for Energy Innovation plans, from the filings. Free, no sign-up, no Social Security number.

Nlr 403(b) Employee Savings Plan

Alliance for Energy Innovation, LLC · Plan 002 · EIN 26-1939342 · Golden, CO

Active · plan year 2025 filing403(b)
Plan administratorAlliance for Energy Innovation, LLC
15013 Denver West Parkway, Golden, CO 80401
Form 5500 ↗
Recordkeeper (who holds the accounts)Transamerica Retirement SolutionsSchedule C ↗
Former employees with balances1,876 separated participants still had money in the planForm 5500 ↗

National Laboratory of the Rockies Shared Security Pension Plan

Alliance for Energy Innovation, LLC · Plan 005 · EIN 26-1939342 · Golden, CO

Active · plan year 2024 filingPension (defined benefit)
Plan administratorAlliance for Energy Innovation, LLC
15013 Denver West Parkway, Mail Stop Rsf024, Golden, CO 80401
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances936 separated participants still had money in the planForm 5500 ↗

Alliance for Energy Innovation 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually taxed, plus a 10% penalty if you are under 59½.

General information, not financial or tax advice. Rules depend on your plan and situation.

How to track down the account

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old Alliance for Energy Innovation 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Alliance for Energy Innovation, LLC, (303) 384-7584. The accounts are held by the recordkeeper, Transamerica Retirement Solutions. Have your Social Security number and dates of employment ready.

What is the Alliance for Energy Innovation 401(k) phone number?

The plan administrator phone number on the plan year 2025 filing is (303) 384-7584.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Alliance for Energy Innovation and does not hold accounts. Not financial advice. Report a correction