How big is Northwest Energy Efficiency Alliance, Inc.'s plan?

Northwest Energy Efficiency Alliance, Inc.'s plan reported $25.5M in assets and 104 participants for 2024.

Original filing (PDF)20251010180116NAL0004845395001

Northwest Energy Efficiency Alliance, Inc.

Name: Northwest Energy Efficiency Alliance, Inc. — Form 5500 Plan 001 (2024)
Creator: Northwest Energy Efficiency Alliance, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Northwest Energy Efficiency Alliance Retirement Plan

403(b) retirement plan · Northwest Energy Efficiency Alliance, Inc.'s Northwest Energy Efficiency Alliance Retirement Plan held $25.5M in plan assets for 104 participants in 2024, with The Standard (StanCorp) as recordkeeper.

Signals · 3

11% employer stockCorrective distributions issuedHigh average account balance

Active participants

104

Accounts w/ balance

142

Plan assets (EOY)

$25.5M

Net assets (EOY)

$25.5M

Plan identifiers

Northwest Energy Efficiency Alliance, Inc.'s EIN is 93-1228867.

EIN 93-1228867

Plan number 001

Plan year 2024

ACK ID 20251010180116NAL0004845395001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Northwest Energy Efficiency Alliance, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Northwest Energy Efficiency Alliance, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NORTHWEST ENERGY EFFICIENCY ALLIANCE, INC..

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How this plan invests

This plan

59 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

High average account balance (94th percentile).

Plan sponsor

Name

NORTHWEST ENERGY EFFICIENCY ALLIANCE, INC.

EIN

all filings

Address

700 NE MULTNOMAH STREET · SUITE 1300 · PORTLAND, OR · 97232

Phone

(503) 688-5400

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$42K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
DESCHUTES INVESTMENT CONSULTING	27-3525757	—	NONE	$49K	—
CHARLES SCHWAB	42-1558009

Investments

59 direct securities· $25.2M(99% of reported assets)

Mutual Funds

$8.8M

10 holdings

Other securities

$6.7M

7 holdings

Common Collective Trusts

$5.2M

4 holdings

Common Stocks

$2.9M

1 holding

Pooled Separate Accounts

$1.6M

36 holdings

U.S. Treasuries

$62K

1 holding

					% of plan
Metropolitan West Total Return Bond Fund Shares of registered investment companies	Other securities	—	—	$4.6M	18.2%
Vanguard 500 Index Adm Shares of registered investment companies	Common Collective Trusts	—	—	$3.8M	14.8%
Standard Stable Asset A Group Annuity Contract	Common Stocks	—	—	$2.9M	11.3%
Vanguard Developed Markets Index Adm Shares of registered investment companies	Mutual Funds	—	—	$2.7M	10.4%
Vanguard Equity-Income Fund Adm Shares of registered investment companies	Mutual Funds	—	—	$2.1M	8.3%
Vanguard Growth Index Adm Shares of registered investment companies	Mutual Funds	—	—	$1.8M	7.3%
Hood River Small-Cap Gr Ret Shares of registered investment companies	Other securities	—	—	$1.1M	4.4%
Vanguard Balanced Index Adm Shares of registered investment companies	Mutual Funds	—	—	$1.1M	4.3%
Vanguard Mid Cap Val Idx Adm Shares of registered investment companies	Common Collective Trusts	—	—	$746K	2.9%
Vanguard MidCapGrwth Idx Adm Shares of registered investment companies	Common Collective Trusts	—	—	$590K	2.3%
VALIC Science & Technology Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$325K	1.3%
VALIC Fixed interest option	Other securities	—	—	$284K	1.1%
Vanguard Small Cap Value Indx Adm Shares of registered investment companies	Mutual Funds	—	—	$273K	1.1%
VALIC Short-term fixed account	Other securities	—	—	$270K	1.1%
DFA International Sustainability Core 1 Shares of registered investment companies	Mutual Funds	—	—	$233K	0.9%
Brown Advisory Sustainable Growth Shares of registered investment companies	Other securities	—	—	$224K	0.9%
DFA U.S Sustainability Core 1 Shares of registered investment companies	Mutual Funds	—	—	$187K	0.7%
PIMCO Income Instl Shares of registered investment companies	Mutual Funds	—	—	$177K	0.7%
VALIC NASDAQ-100(R) Index Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$173K	0.7%
VALIC Growth Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$126K	0.5%
VALIC Stock Index Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$122K	0.5%
Fidelity Environment and Alternative Energy Fund Shares of registered investment companies	Mutual Funds	—	—	$105K	0.4%
VALIC Large Capital Growth Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$102K	0.4%
date of December 2029 -0-	Other securities	—	—	$92K	0.4%
VALIC Mid Cap Index Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$82K	0.3%
Impax Ellevate Global Women's Leadership Fund Shares of registered investment companies	Other securities	—	—	$76K	0.3%
VALIC International Socially Responsible Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$71K	0.3%
VALIC International Value Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$63K	0.2%
DFA Glob Real Estate Secur I Shares of registered investment companies	Mutual Funds	—	—	$62K	0.2%
Calvert Bond Fund I Shares of registered investment companies	U.S. Treasuries	—	—	$62K	0.2%
Vanguard Emerging Markets Stock Idx Adm Shares of registered investment companies	Common Collective Trusts	—	—	$59K	0.2%
VALIC Vanguard Windsor II Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$44K	0.2%
VALIC Core Bond Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$44K	0.2%
VALIC Moderate Growth Lifestyle Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$36K	0.1%
VALIC Emerging Economies Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$35K	0.1%
VALIC Vanguard Lifestrategy Moderate Growth Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$35K	0.1%
VALIC Vanguard Lifestrategy Growth Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$33K	0.1%
VALIC US Socially Responsible Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$32K	0.1%
VALIC Dividend Value Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$31K	0.1%
VALIC Small Cap Index Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$30K	0.1%
VALIC Mid Cap Value Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$28K	0.1%
VALIC International Equities Index Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$25K	<0.1%
VALIC Systematic Growth Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$25K	<0.1%
VALIC Systematic Value Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$21K	<0.1%
VALIC Small Cap Growth Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$20K	<0.1%
VALIC American Beacon Bridgeway Large Cap Growth Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$19K	<0.1%
VALIC Vanguard Wellington Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$14K	<0.1%
VALIC Global Strategy Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$11K	<0.1%
VALIC International Opportunities Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$11K	<0.1%
VALIC Ariel Appreciation Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$11K	<0.1%