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  2. Energy Engineering Associates, Inc.
  • Retirement analytics
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Filings through Oct 24, 2026.

Energy Engineering Associates, Inc.

EIN 74-1904410-oil & energy-Latest filing 2025
Plans
3
Retirement
2
$43.0M assets
Health & Benefits
1
$690K premiums
Participants
431
7300 RANCH ROAD 2222, BUILDING II, SUITE 100 - AUSTIN, TX 78730512-744-4476energyengineering.globalLinkedIn51-200 employeesoil & energy
Plans on this EIN
3 filings
#002ESOP-$24.9M - 170 part#001401(k)-$18.1M - 149 part#503Fully insured-$690K - 161 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $43.0M assets / 319 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#002)$24.9M
  • PROFIT SHARING PLAN (#001)$18.1M
Total $43.0MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • (Not disclosed)$24.9M
  • THE VANGUARD GROUP, INC.$18.1M
Total $43.0MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)170
  • PROFIT SHARING PLAN (#001)149
Total 319Select a row to open it

Benefits portfolio analytics

1 plan / $690K premiums / 161 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$630K
  • Dental$630K
  • Vision$630K
  • Prescription drug$630K
  • Life$60K
  • Short-term disability$60K
  • +2 more
Total $690K8 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

ENERGY ENGINEERING ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$24.9M
Participants170
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

ENERGY ENGINEERING ASSOCIATES, INC 401(K) PROFIT SHARING PLAN

401(k)

Assets$18.1M
Participants149
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503

ENERGY ENGINEERING ASSOCIATES, INC. HEALTH AND WELFARE PLAN

Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$690K
Covered lives161
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002ENERGY ENGINEERING ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$24.9M1702025
#001ENERGY ENGINEERING ASSOCIATES, INC 401(K) PROFIT SHARING PLAN401(k)$18.1M1492025
  • ENERGY ENGINEERING ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN$24.9M
    #002 · ESOP · 2025170
  • ENERGY ENGINEERING ASSOCIATES, INC 401(K) PROFIT SHARING PLAN$18.1M
    #001 · 401(k) · 2025149

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#503ENERGY ENGINEERING ASSOCIATES, INC. HEALTH AND WELFARE PLANFully insuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$690K1612025
  • ENERGY ENGINEERING ASSOCIATES, INC. HEALTH AND WELFARE PLAN$690K
    #503 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025161
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
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  4. Retirement plans
  5. Health & Benefits plans
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