NRG Affiliate Services 401(k) match, vesting and fees
What NRG Affiliate Services' 401(k) 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Warren Averett LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 26 defined-contribution plans in utilities with 10,000 to 49,999 participants.
| NRG Affiliate Services: employer contribution per participant | $3,355 | |
| Peer median | $4,320 |
| NRG Affiliate Services: average balance | $163,784 | |
| Peer median | $255,382 |
| NRG Affiliate Services: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.07% |
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 $2B at the end of plan year 2023 to $2.3B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 17,981 | $2.3B | $47.7M | $3,355 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 11,945 | $2B | $45M | $3,904 | 0.03% | Not published | Form 5500 ↗ |
Other NRG Affiliate Services plans (3)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Nrg Pension Plan for Bargained Employees
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 | Allight | Schedule C ↗ |
| Independent auditor | Warren Averett, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Nrg 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.
| Recordkeeper | Allight | Schedule C ↗ |
| Independent auditor | Warren Averett, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Retirement Plan for Bargaining Unit Employees of Nrg Homer City Services, LLC
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 | Alight Solutions LLC | Schedule C ↗ |
| Independent auditor | Warren Averett, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does NRG Affiliate Services match 401(k) contributions?
The match terms for the Nrg Affiliates Employee Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $47.7M in employer contributions, about $3,355 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the NRG Affiliate Services 401(k) match vested?
The vesting schedule for the Nrg Affiliates Employee Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the NRG Affiliate Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Nrg Affiliate Services, Inc.
I left NRG Affiliate Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Nrg Affiliate Services, Inc, (609) 524-5292) or the recordkeeper, Fidelity Investments Institutional. The NRG Affiliate Services old 401(k) page lists the contacts from every plan filing. Find an old NRG Affiliate Services 401(k)
Data from the public Form 5500 annual reports NRG Affiliate Services filed with the U.S. Department of Labor (plan years 2023 and 2024) 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 NRG Affiliate Services. Not financial advice. Report a correction · Methodology