Retirement plan

ENERGY EFFICIENCY RESOURCES, INC. 401(K) PROFIT SHARING PLAN

Name: ENERGY EFFICIENCY RESOURCES, INC. - ENERGY EFFICIENCY RESOURCES, INC. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: ENERGY EFFICIENCY RESOURCES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ENERGY EFFICIENCY RESOURCES, INC. 401(K) PROFIT SHARING PLAN, ENERGY EFFICIENCY RESOURCES, INC.

ENERGY EFFICIENCY RESOURCES, INC.EIN 26-3977557Plan #001PY 2024

25101 THE OLD ROAD - STEVENSON RANCH, CA 91381661-200-0635LinkedIn1-10 employeesrenewables & environment

Other plans on this EIN

1 filing

#002Retirement-$4.7M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$1.4M

+11.2% from 2023

Total participants

0.0% from 2023

Average account balance

$196,113

+11.2% from 2023

Annual return

7.26%

-6.57 pp from 2023

Benchmarks

See 23,862 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort23,862 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.37M

Not enough data

1 years with asset history on file

Average account balance

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

$196K

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.

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$49K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+7.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

0 years with F_SCH_H allocation on file

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2H2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$196,113

$166,242+18.0%

$165,071+18.8%

$145,884+34.4%

Participation rate

100.0%

82.0%+18.0pp

78.6%+21.4pp

80.3%+19.7pp

Annual return

7.26%

100.44%-93.2pp

70.17%-62.9pp

551.85%-544.6pp

Employer contribution / active EE

$1,365

$5,283-74.2%

$4,347-68.6%

$4,662-70.7%

Participant deferral / active EE

$8,400

$6,964+20.6%

$6,035+39.2%

$6,690+25.6%

Admin fee / account holder

$16,658-100.0%

$12,695-100.0%

$13,392-100.0%

ENERGY EFFICIENCY RESOURCES, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ENERGY EFFICIENCY RESOURCES, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion