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Original filing (PDF)20250623153231NAL0009348640001
BATTELLE ENERGY ALLIANCE, LLC AND IDAHO ENVIRONMENTAL COALITION, LLC
Form 5500
FILING_RECEIVED
IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed8 service providers
Active participants
6,632
Accounts w/ balance
8,874
Plan assets (EOY)
$2.3B
Net assets (EOY)
$2.3B
How this plan invests
This plan
18 collective trusts
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)
93
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
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 BATTELLE ENERGY ALLIANCE, LLC AND IDAHO ENVIRONMENTAL COALITION, LLC.
Plan sponsor
Name
BATTELLE ENERGY ALLIANCE, LLC AND IDAHO ENVIRONMENTAL COALITION, LLC
EIN
68-0588324
Address
PO BOX 1625 · IDAHO FALLS, ID · 834153596
Phone
(208) 526-3152
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
INL PLAN ADMINISTRATION COMMITTEE
EIN
68-0588324
City
IDAHO FALLS, ID
Phone
(208) 526-3152
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-06-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WIPFLI, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $453K | — |
| BATTELLE ENERGY ALLIANCE, LLC | 31-4379427 | — | NONE | $264K | — |
| VANGUARD ADVISORS, INC. | 23-2811930 | — | NONE | $89K | — |
| LITTLER MENDELSON, PC | 94-2602731 | — | NONE | $76K | — |
| AON INVESTMENTS USA, INC. | 36-3109431 | — | NONE | $61K | — |
| IDAHO ENVIRONMENTAL COALITION | 45-2724914 | — | NONE | $18K | — |
| WIPFLI CPA'S AND CONSULTANTS | 39-0758449 | — | NONE | $18K | — |
| IDAHO ENVIRONMENTAL COALITION | 85-1336969 | — | NONE | $17K | — |
Investments
18 pooled funds· $1.4B(62% 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 |
|---|---|---|---|
| VFTC INSTITUTIONAL 500 INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | $369.9M | 15.9% |
| VANGUARD TARGET RET 2045 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | $122.9M | 5.3% |
| VANGUARD TARGET RET 2030 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | $121.0M | 5.2% |
| VANGUARD TARGET RET 2025 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6093981 / PN 001 | Common Collective Trust | $111.2M | 4.8% |
| VANGUARD TARGET RET 2035 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | $107.9M | 4.6% |
| VFTC INSTL TOTAL BOND MKT INDEX TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | $105.0M | 4.5% |
| VANGUARD TARGET RET 2050 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | $102.0M | 4.4% |
| VANGUARD TARGET RET 2040 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | $101.5M | 4.4% |
| VANGUARD TARGET RET 2020 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | $65.2M | 2.8% |
| VANGUARD TARGET RET 2055 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | $62.7M | 2.7% |
| VANGUARD TARGET RET INCOME TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | $47.3M | 2.0% |
| VANGUARD TARGET RET 2060 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | $33.4M | 1.4% |
| VFTC INSTNL EXTENDED MKT IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | $27.4M | 1.2% |
| TS&W MID CAP VALUE TRUST GLOBAL TRUST COMPANY · EIN 26-6773274 / PN 001 | Common Collective Trust | $23.5M | 1.0% |
| VFTC INSTL TOT INTRNL STK MKT IDXTR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | $23.4M | 1.0% |
| VANGUARD TARGET RET 2065 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | $9.6M | 0.4% |
| VANGUARD TARGET RET INC & GRWTH T I VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6418227 / PN 001 | Common Collective Trust | $2.0M | <0.1% |
| VANGUARD TARGET RET 2070 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | $383K | <0.1% |