Employers › NRG Affiliate Services
Recordkeeping fees per participant · NRG Affiliates Employee Savings Plan · plan year 2024
$25.28
Higher than 34% of the 790 plans over $1B that report it.
= $359,142 / 14,204
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013133533NAL0001345281001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013133533NAL0001345281001, received 2025-10-13
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-13.
Administrative expenses excluding investment management, per participant
$37.37
Higher than 36% of the 1,045 plans over $1B that report it.
= $530,798 / 14,204
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013133533NAL0001345281001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013133533NAL0001345281001, received 2025-10-13
Administrative expenses per participant
$51.83
Higher than 32% of the 1,076 plans over $1B that report it.
= $736,225 / 14,204
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013133533NAL0001345281001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013133533NAL0001345281001, received 2025-10-13
Administrative expenses as a share of assets
0.032%
Higher than 32% of the 1,076 plans over $1B that report it.
= $736,225 / $2,326,387,438
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013133533NAL0001345281001, received 2025-10-13
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013133533NAL0001345281001, received 2025-10-13
Employer contributions per participant
$3,355
Higher than 43% of the 1,135 plans over $1B that report it.
= $47,651,390 / 14,204
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013133533NAL0001345281001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013133533NAL0001345281001, received 2025-10-13
Employer share of total contributions
37.9%
Higher than 68% of the 1,135 plans over $1B that report it.
= $47,651,390 / $125,621,588
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013133533NAL0001345281001, received 2025-10-13
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013133533NAL0001345281001, received 2025-10-13
Plan terms are not published in public filings.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2T default investment (QDIA) · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251013133533NAL0001345281001, received 2025-10-13
| Field | Value | Source |
|---|---|---|
| Plan sponsor | NRG AFFILIATE SERVICES, INC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251013133533NAL0001345281001, received 2025-10-13 |
| Plan name | NRG AFFILIATES EMPLOYEE SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251013133533NAL0001345281001, received 2025-10-13 |
| Sponsor EIN / plan number | 41-1960764 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251013133533NAL0001345281001, received 2025-10-13 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251013133533NAL0001345281001, received 2025-10-13 |
| Sponsor location | PRINCETON, NJ | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251013133533NAL0001345281001, received 2025-10-13 |
| Industry (business code) | 221100, Utilities | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251013133533NAL0001345281001, received 2025-10-13 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251013133533NAL0001345281001, received 2025-10-13 |
| Filing received | 2025-10-13 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251013133533NAL0001345281001, received 2025-10-13 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251013133533NAL0001345281001, received 2025-10-13 |
| Amended filing | yes | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251013133533NAL0001345281001, received 2025-10-13 |
| Participants, beginning of year | 11,945 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251013133533NAL0001345281001, received 2025-10-13 |
| Active participants | 11,745 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251013133533NAL0001345281001, received 2025-10-13 |
| Participants, end of year | 17,981 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251013133533NAL0001345281001, received 2025-10-13 |
| Participants with an account balance | 14,204 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013133533NAL0001345281001, received 2025-10-13 |
| Total assets, beginning of year | $2,047,322,211 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251013133533NAL0001345281001, received 2025-10-13 |
| Total assets, end of year | $2,326,387,438 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013133533NAL0001345281001, received 2025-10-13 |
| Net assets, end of year | $2,326,387,438 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251013133533NAL0001345281001, received 2025-10-13 |
| Total income | $414,146,052 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251013133533NAL0001345281001, received 2025-10-13 |
| Net income | $197,857,356 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251013133533NAL0001345281001, received 2025-10-13 |
| Employer contributions | $47,651,390 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013133533NAL0001345281001, received 2025-10-13 |
| Participant contributions | $69,963,141 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251013133533NAL0001345281001, received 2025-10-13 |
| Other contributions (incl. rollovers) | $8,007,057 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251013133533NAL0001345281001, received 2025-10-13 |
| Total contributions | $125,621,588 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013133533NAL0001345281001, received 2025-10-13 |
| Benefit payments | $215,436,644 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251013133533NAL0001345281001, received 2025-10-13 |
| Total expenses (incl. benefit payments) | $216,288,696 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251013133533NAL0001345281001, received 2025-10-13 |
| Total administrative expenses | $736,225 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013133533NAL0001345281001, received 2025-10-13 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251013133533NAL0001345281001, received 2025-10-13 |
| Recordkeeping fees | $359,142 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013133533NAL0001345281001, received 2025-10-13 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251013133533NAL0001345281001, received 2025-10-13 |
| Investment advisory and management fees | $205,427 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251013133533NAL0001345281001, received 2025-10-13 |
| Administrative expenses excluding investment management | $530,798 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013133533NAL0001345281001, received 2025-10-13 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251013133533NAL0001345281001, received 2025-10-13 |
| Held in common/collective trusts | $1,273,429,493 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251013133533NAL0001345281001, received 2025-10-13 |
| Held in mutual funds | $1,021,822,593 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251013133533NAL0001345281001, received 2025-10-13 |
| Independent auditor | WARREN AVERETT LLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251013133533NAL0001345281001, received 2025-10-13 |
Position = column in the DOL layout for form year 2024. Filing 20251013133533NAL0001345281001, received 2025-10-13.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees | $359,142 | yes |
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $205,427 | no |
| NEWPORT CAPITAL GROUP,LLC | CONSULTANT | 16 Consulting (general) | $150,906 | no |
| WARREN AVERETT,LLC | CONSULTANT | 16 Consulting (general) | $14,000 | no |
| AON CONSULTING, INC. | CONSULTANT | 16 Consulting (general) | $6,750 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251013133533NAL0001345281001, received 2025-10-13.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $2,047,322,211 | $2,326,387,438 | 13.6% |
| Participants with a balance | 11,526 | 14,204 | 23.2% |
| Administrative expenses | $631,445 | $736,225 | 16.6% |
| Recordkeeping fees per participant | $27.85 | $25.28 | -9.2% |
| Employer contributions | $44,993,909 | $47,651,390 | 5.9% |
Prior filing 20241014131131NAL0026229457001, received 2024-10-14; the plan years are contiguous.
Sponsor name as filed: NRG AFFILIATE SERVICES, INC; SEC registrant: NRG AFFILIATE SERVICES INC (CIK 1286950, matched by EIN).