Assets by plan
Share of aggregate retirement assets
73%top
Sponsor portfolioTH
ENERGY MANAGEMENT SPECIALISTS, INC.
EIN 34-1328622facilities servicesLatest filing 2025
Plans
2
Retirement
2
$9.3M assets
Welfare
0
Participants
44
ONE ENERGY PLAZA, 15800 INDUSTRIAL PKWY. - CLEVELAND, OH 44135216-676-9045energyman.comLinkedIn11-50 employeesfacilities services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.3M assets / 44 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#001
ENERGY MANAGEMENT SPECIALISTS, INC PROFIT SHARING PLAN & TRUST
401k
Assets$6.9M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ENERGY MANAGEMENT SPECIALISTS, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$2.5M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ENERGY MANAGEMENT SPECIALISTS, INC PROFIT SHARING PLAN & TRUST | 401k | $6.9M | 25 | 2025 | |
| 002 | ENERGY MANAGEMENT SPECIALISTS, INC. CASH BALANCE PENSION PLAN | CashBalance | $2.5M | 19 | 2025 |
Retirement plans