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Original filing (PDF)20251007171453NAL0002842355001
NRG AFFILIATE SERVICES, INC.
Form 5500
FILING_RECEIVED
RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF NRG HOMER CITY SERVICES, LLC
Defined-benefit pension plan
Signals · 1
~160 bps in Sched C fees
Active participants
1
Accounts w/ balance
—
Plan assets (EOY)
$13.8M
Net assets (EOY)
$13.8M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 160 bps in Schedule C fees — 452% above peer band of 29 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NRG AFFILIATE SERVICES, INC..
Plan sponsor
Name
NRG AFFILIATE SERVICES, INC.
EIN
41-1960764
Address
804 CARNEGIE CENTER · PRINCETON, NJ · 085406213
Phone
(609) 524-4500
Industry
Utilitiessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WARREN AVERETT, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | 36-2235791 | — | NONE | $131K | — |
| COZEN O'CONNOR ATTORNEYS | 23-1732832 | — | NONE | $70K | — |
| WARREN AVERETT | 45-4084437 | — | NONE | $13K | — |
| NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $7K | — |
Investments
1 pooled fund· $13.8M(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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| NRG ENERGY MASTER RETIREMENT TRUST NRG ENERGY, INC. · EIN 41-1724239 / PN 001 | Master Trust | $13.8M | 100.0% |
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