PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ENERGY 2001, INC
Sponsor portfolio

ENERGY 2001, INC

EIN 88-0345912-renewables & environment-Latest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
10
PO BOX 686 - ROCKLIN, CA 95677650-269-2698energy2001.comLinkedIn1-10 employeesrenewables & environment
Plans on this EIN
2 filings
#002CashBalance-$875K - 5 part#001401k-$725K - 5 part

Retirement portfolio analytics

2 plans aggregated / $1.6M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • CASH BALANCE PLAN (#002)55%
  • PROFIT SHARING PLAN (#001)45%
Total $1.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)5
  • PROFIT SHARING PLAN (#001)5
Total 10Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ENERGY 2001 CASH BALANCE PLAN

CashBalance

Assets$875K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ENERGY 2001 INC 401K PROFIT SHARING PLAN

401k

Assets$725K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ENERGY 2001 CASH BALANCE PLANCashBalance$875K52024
001ENERGY 2001 INC 401K PROFIT SHARING PLAN401k$725K52024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica