Retirement plan

IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN

Name: BATTELLE ENERGY ALLIANCE, LLC AND IDAHO ENVIRONMENTAL COALITION, LLC - IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN (2025) Form 5500
Creator: BATTELLE ENERGY ALLIANCE, LLC AND IDAHO ENVIRONMENTAL COALITION, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN, BATTELLE ENERGY ALLIANCE, LLC AND IDAHO ENVIRONMENTAL COALITION, LLC

BATTELLE ENERGY ALLIANCE, LLC AND IDAHO ENVIRONMENTAL COALITION, LLCEIN 68-0588324Plan #001PY 2025

PO BOX 1625 - IDAHO FALLS, ID 834153596208-526-3152LinkedIn1001-5000 employeesresearch

Prospect flagsHigh assets / participantCorrective distributions

How to read this page

Total assets (EOY)

$2548.6M

+9.7% from 2024

Total participants

9,017

+0.4% from 2024

Average account balance

$286,744

+9.6% from 2024

Annual return

13.07%

-10.21 pp from 2024

Benchmarks

See 71 peers

Peer group

Industryany (size+type match)

Plan typeDefined contribution

Participants5,000-9,999

Cohort71 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.55B

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$287K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

8,888

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

98.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$156.20M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.07%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$119

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 7 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930	Recordkeeping	$461,826
ALLIANCE PENSION CONSULTANTS, LLC6 years Filed as: BATTELLE ENERGY ALLIANCE, LLC Service code 10 · EIN 31-4379427	Accounting	$298,281
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISORS, INC. Service code 26 · EIN 23-2811930	Advisory (Participants)	$148,502
LITTLER MENDELSON, P.C.5 years Filed as: LITTLER MENDELSON, PC Service code 29 · EIN 94-2602731	Legal	$69,340
AON CONSULTING5 years Filed as: AON INVESTMENTS USA, INC. Service code 16 · EIN 36-3109431	Consulting	$63,899
WIPFLI LLP6 years Filed as: WIPFLI CPA'S AND CONSULTANTS Service code 10 · EIN 41-2899048	Accounting	$20,152
IDAHO ENVIRONMENTAL COALITION2 years Service code 10 · EIN 85-1336969	Accounting	$17,101

Plan features & details

Pension benefit codes2E2F2G2J2K2T3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1.1M

$161 / participant

Other / not subdivided$1M100.0%

% of EOY assets

0.041%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: WIPFLI , LLP
Auditor EIN: 412899048
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$286,744

$102,364+180.1%

$152,301+88.3%

$102,364+180.1%

Participation rate

98.0%

82.9%+15.1pp

82.4%+15.6pp

82.9%+15.1pp

Annual return

13.07%

13.75%-0.7pp

80.50%-67.4pp

13.75%-0.7pp

Employer contribution / active EE

$10,181

$3,994+154.9%

$4,624+120.2%

$3,994+154.9%

Participant deferral / active EE

$13,565

$5,690+138.4%

$8,004+69.5%

$5,690+138.4%

Admin fee / account holder

$119

$214-44.5%

$14,398-99.2%

$214-44.5%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.10+ years

Service code 15 · EIN 23-1945930

Recordkeeping

$461,826

ALLIANCE PENSION CONSULTANTS, LLC6 years

Filed as: BATTELLE ENERGY ALLIANCE, LLC

Service code 10 · EIN 31-4379427

Accounting

$298,281

THE VANGUARD GROUP, INC.4 years

Filed as: VANGUARD ADVISORS, INC.

Service code 26 · EIN 23-2811930

Advisory (Participants)

$148,502

LITTLER MENDELSON, P.C.5 years

Filed as: LITTLER MENDELSON, PC

Service code 29 · EIN 94-2602731

Legal

$69,340

AON CONSULTING5 years

Filed as: AON INVESTMENTS USA, INC.

Service code 16 · EIN 36-3109431

Consulting

$63,899

WIPFLI LLP6 years

Filed as: WIPFLI CPA'S AND CONSULTANTS

Service code 10 · EIN 41-2899048

Accounting

$20,152

IDAHO ENVIRONMENTAL COALITION2 years

Service code 10 · EIN 85-1336969

Accounting

$17,101

IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion