Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DAYMARK ENERGY ADVISORS, INC.
EIN 04-3577380management consultingLatest filing 2024
Plans
2
Retirement
2
$5.7M assets
Welfare
0
Participants
100
370 MAIN STREET, SUITE 325 - WORCESTER, MA 01608617-778-5515daymarkea.comLinkedIn11-50 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.7M assets / 100 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
DAYMARK ENERGY ADVISORS 401K PLAN
401k
Assets$4.1M
Participants47
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
DAYMARK ENERGY ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$1.6M
Participants53
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | DAYMARK ENERGY ADVISORS 401K PLAN | 401k | $4.1M | 47 | 2024 | |
| 001 | DAYMARK ENERGY ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $1.6M | 53 | 2024 |
Retirement plans