Retirement plan

ECOS ENERGY, LLC 401(K) PLAN

Name: ECOS ENERGY, LLC - ECOS ENERGY, LLC 401(K) PLAN (2025) Form 5500
Creator: ECOS ENERGY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ECOS ENERGY, LLC 401(K) PLAN, ECOS ENERGY, LLC

ECOS ENERGY, LLCEIN 26-4332281Plan #001PY 2025

80 SOUTH 8TH STREET, SUITE 900 - MINNEAPOLIS, MN 55402651-326-3665allcous.comLinkedIn11-50 employeesrenewables & environment

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$915K

+34.7% from 2024

Total participants

+12.5% from 2024

Average account balance

$101,638

+19.8% from 2024

Annual return

16.19%

+3.38 pp from 2024

Benchmarks

See 693 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants<25

Cohort693 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$915K

Not enough data

1 years with asset history on file

Average account balance

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

$102K

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.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$126K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+16.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$466

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 codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all 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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$4K

$599 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.459%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$101,638

$123,898-18.0%

$116,538-12.8%

$155,188-34.5%

Participation rate

100.0%

83.7%+16.3pp

82.6%+17.4pp

80.8%+19.2pp

Annual return

16.19%

16.04%+0.2pp

17.97%-1.8pp

148.84%-132.7pp

Employer contribution / active EE

$6,567

$4,739+38.6%

$4,541+44.6%

$4,248+54.6%

Participant deferral / active EE

$11,418

$6,400+78.4%

$6,207+83.9%

$6,531+74.8%

Admin fee / account holder

$466

$9,174-94.9%

$8,737-94.7%

$14,480-96.8%

ECOS ENERGY, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ECOS ENERGY, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion