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Original filing (PDF)20251015103338NAL0002151443001
ALLIANT ENERGY CORPORATE SERVICES, INC.
Form 5500
FILING_RECEIVED
ALLIANT ENERGY CORPORATION 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
2,987
Accounts w/ balance
4,217
Plan assets (EOY)
$1.4B
Net assets (EOY)
$1.4B
How this plan invests
This plan
11 pooled trusts
Schedule D
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 7 bps in Schedule C fees — modestly above peer band of 5 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLIANT ENERGY CORPORATE SERVICES, INC..
Plan sponsor
Name
ALLIANT ENERGY CORPORATE SERVICES, INC.
EIN
39-1914946
Address
4902 NORTH BILTMORE LANE · MADISON, WI · 537182148
Phone
(608) 458-3311
Industry
Utilitiessee all
Plan administrator
Name
BENEFIT PLANS COMMITTEE OF ALLIANT ENERGY CORPORATION
EIN
39-1914946
City
MADISON, WI
Phone
(608) 458-3311
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INST CO, LLC | 04-2647786 | — | RECORDKEEPER | $37K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $22K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | NONE | $611K | — |
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | NONE | $292K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $180 | — |
Investments
12 direct securities · 11 pooled funds· $1.6B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$940.4M
11 holdings
Uncategorized
$697.2M
11 holdings
Common Collective Trusts
$10.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| S&P 500 (R) INDEX SL SF CL II STATE STREET BANK & TRUST COMPANY · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $279.9M | 19.9% | |
| Winslow Large Cap Growth Fund, 1,480,216 class C shares | — | — | $1.5M | $218.7M | 15.5% | |
| NUVEEN/SEI TRUST COMPANY INV TRUST SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $218.7M | 15.5% | |
| Registered Investment Companies American Funds EuroPacific Growth Fund, 3,228,250 class R6 shares | — | — | $3.2M | $173.4M | 12.3% | |
| Dodge & Cox Stock Fund, 623,100 class X shares | — | — | $623K | $160.3M | 11.4% | |
| NT COLLECTIVE EXTENDED EM INDX FD L NORTHERN TRUST INVESTMENTS,INC. · EIN 45-6138589 / PN 052 | Common Collective Trust | — | $123K | $160.2M | 11.4% | |
| Corporate Stocks: Common Alliant Energy Corporation Common Stock (b), 1,759,651 shares | — | — | $1.8M | $104.1M | 7.4% | |
| BLACKROCK TOTAL RETURN BOND FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-1217136 / PN 001 | Common Collective Trust | — | $9.8M | $103.5M | 7.3% | |
| SS US BOND INDEX SL SF CL XIV STATE STREET GLOBAL ADVISORS TRUST CO. · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $97.8M | 6.9% | |
| CPTF (INTERMEDIATE BOND) OF JPMCB JPMORGAN CHASE BANK,NA · EIN 30-0224496 / PN 001 | Common Collective Trust | — | $2.9M | $53.7M | 3.8% | |
| CPTF (INTERMEDIATE INC BOND) OF JPM JPMORGAN CHASE BANK,NA · EIN 81-2998560 / PN 001 | Common Collective Trust | — | $1.5M | $17.8M | 1.3% | |
| Participant-Directed Brokerage Accounts Self-Managed Brokerage Accounts (b) | — | — | — | $14.6M | 1.0% | |
| s | Common Collective Trusts | — | — | $10.8M | 0.8% | |
| Primarily maturing within 5 years | — | — | — | $10.1M | 0.7% | |
| State Street U.S. Bond Index Securities Lending Series Fund, 9,090,071 class | — | — | — | $9.1M | 0.6% | |
| ALL CAP EQUITY EX-U.S. INDEX SL SF STATE STREET GLOBAL ADVISORS TRUST CO. · EIN 90-0337987 / PN 444 | Common Collective Trust | — | $598K | $8.4M | 0.6% | |
| Admiral shares | — | — | — | $4.9M | 0.3% | |
| Fidelity Investments Money Market Government Portfolio (b), 1,811,893 class I | — | — | — | $1.8M | 0.1% | |
| EARNEST PARTNERS SMID CAP CORE FUND SEI TRUST COMPANY · EIN 26-4377500 / PN 041 | Common Collective Trust | — | $26K | $433K | <0.1% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund | — | — | — | $201K | <0.1% | |
| Participant Promissory Notes (b) | — | — | — | $50K | <0.1% | |
| CPTF (LIQUIDITY) OF JPMCB, N.A. JPMORGAN CHASE BANK,NA · EIN 13-6285055 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| ABERDEEN EMERGING MARKETS EQ CF GLOBAL TRUST COMPANY · EIN 30-6526680 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |