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Original filing (PDF)20250911124524NAL0000506753001
ENE. SYSTEMS INC.
Form 5500
FILING_RECEIVED
ENE SYSTEMS INC. PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
272
Accounts w/ balance
325
Plan assets (EOY)
$33.3M
Net assets (EOY)
$33.3M
How this plan invests
This plan
1 pooled trust
Schedule D
76 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENE. SYSTEMS INC..
Plan sponsor
Name
ENE. SYSTEMS INC.
EIN
04-2956130
Address
480 NEPONSET STREET SUITE 11D · CANTON, MA · 02021
Phone
(781) 828-6770
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $23K | — |
| CITRIN COOPERMAN | 87-2525370 | — | SERVICE PROVIDER | $17K | — |
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $8K | — |
| WELLS FARGO CLEARING SERVICES, LLC | 34-1542819 | — | SERVICE PROVIDER | $0 | — |
Investments
65 direct securities · 1 pooled fund· $79.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$48.4M
65 holdings
Pooled Separate Account
$31.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT & INSURANCE ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $31.0M | 93.1% | |
| Vanguard 500 Index Fund Admiral Pooled Separate Account | — | — | — | $3.0M | 8.9% | |
| Vanguard Target Retirement 2035 Fund Pooled Separate Account | — | — | — | $2.3M | 6.8% | |
| Vangrd Trgt Retire 2035 Fd Registered Investment Company | — | — | — | $2.3M | 6.8% | |
| Voya Fixed Account Fully benefit-responsive | — | — | — | $2.1M | 6.4% | |
| Vangrd Trgt Retire 2045 Fd Registered Investment Company | — | — | — | $2.1M | 6.2% | |
| Vanguard Target Retirement 2045 Fund Pooled Separate Account | — | — | — | $2.1M | 6.2% | |
| American Funds Nw Prspctv R6 Registered Investment Company | — | — | — | $1.8M | 5.3% | |
| American Funds New Perspective Fund R6 Pooled Separate Account | — | — | — | $1.8M | 5.3% | |
| Vanguard Equity Income Fund Admiral Pooled Separate Account | — | — | — | $1.7M | 5.2% | |
| American Funds EuroPacific Growth Fund R6 Pooled Separate Account | — | — | — | $1.6M | 4.8% | |
| JPMorgan US Equity Fund R6 Registered Investment Company | — | — | — | $1.4M | 4.3% | |
| JP Morgan U.S. Equity Fund R6 Pooled Separate Account | — | — | — | $1.4M | 4.3% | |
| Vanguard Target Retirement 2055 Fund Pooled Separate Account | — | — | — | $1.2M | 3.6% | |
| Vangrd Trgt Retire 2055 Fd Registered Investment Company | — | — | — | $1.2M | 3.6% | |
| Vangrd Sm-Cap Vl Index Fnd Adm Registered Investment Company | — | — | — | $1.1M | 3.4% | |
| American Funds American Balanced Fund R6 Pooled Separate Account | — | — | — | $1.0M | 3.1% | |
| VY T. Rowe Price Diversified Mid Cap Growth Pooled Separate Account | — | — | — | $1.0M | 3.0% | |
| VY TRwPr Divr MdCp Gr Pt R6 Registered Investment Company | — | — | — | $1.0M | 3.0% | |
| Portfolio R6 DFA International Small Company Portfolio Pooled Separate Account | — | — | — | $993K | 3.0% | |
| Institutional AB Large Cap Growth Fund Z Pooled Separate Account | — | — | — | $992K | 3.0% | |
| PIMCO Income Fund Ins Registered Investment Company | — | — | — | $925K | 2.8% | |
| Vanguard Target Retirement 2050 Fund Pooled Separate Account | — | — | — | $923K | 2.8% | |
| (Held at End of Year) ENE SYSTEMS, INC. PROFIT SHARING PLAN EIN#04-2956130 Plan# 001 Vangrd Trgt Retire 2050 Fd Registered Investment Company | — | — | — | $923K | 2.8% | |
| Vanguard Target Retirement 2025 Fund Pooled Separate Account | — | — | — | $913K | 2.7% | |
| Vangrd Trgt Retire 2025 Fd Registered Investment Company | — | — | — | $913K | 2.7% | |
| Voya Large-Cap Growth Fund 8 Common/collective trust | — | — | — | $888K | 2.7% | |
| Vangrd Sm-Cap Grw Index Fd Adm Registered Investment Company | — | — | — | $874K | 2.6% | |
| DFA Infl-Prot Sec Port Ins Registered Investment Company | — | — | — | $755K | 2.3% | |
| DFA Inflation Protected Securities Portfolio Pooled Separate Account | — | — | — | $755K | 2.3% | |
| Institutional * Voya Small Company Fund R6 Pooled Separate Account | — | — | — | $742K | 2.2% | |
| Vanguard Target Retirement 2030 Fund Pooled Separate Account | — | — | — | $694K | 2.1% | |
| Vangrd Trgt Retire 2030 Fd Registered Investment Company | — | — | — | $694K | 2.1% | |
| Voya Intermediate Bond Fund R6 Pooled Separate Account | — | — | — | $597K | 1.8% | |
| Vanguard Target Retirement 2060 Fund Pooled Separate Account | — | — | — | $502K | 1.5% | |
| Vangrd Trgt Retire 2060 Fd Registered Investment Company | — | — | — | $502K | 1.5% | |
| Pioneer Equity Income Fund K Pooled Separate Account | — | — | — | $481K | 1.4% | |
| Vangrd Trgt Retire 2065 Fd Registered Investment Company | — | — | — | $427K | 1.3% | |
| Vanguard Target Retirement 2065 Fund Pooled Separate Account | — | — | — | $427K | 1.3% | |
| Victory Sycamore Established Value Fund F Pooled Separate Account | — | — | — | $415K | 1.2% | |
| Victory Sycmr Est Vl Fd R6 Registered Investment Company | — | — | — | $415K | 1.2% | |
| Vanguard Real Estate Indx Adm Registered Investment Company | — | — | — | $386K | 1.2% | |
| Vanguard Extended Market Index Fund Admiral Pooled Separate Account | — | — | — | $345K | 1.0% | |
| Vangrd Ext Mkt Index Fnd Adm Registered Investment Company | — | — | — | $345K | 1.0% | |
| Voya Lifetime Inc Prt 2025 II Common Collective Trust | — | — | — | $208K | 0.6% | |
| Vangrd Trgt Retire 2040 Fd Registered Investment Company | — | — | — | $206K | 0.6% | |
| Vanguard Target Retirement 2040 Fund Pooled Separate Account | — | — | — | $206K | 0.6% | |
| investment contract * Participant loans Interest rates from 4.25% | — | — | — | $166K | 0.5% | |
| Vangrd Trgt Retire Inc Fd Registered Investment Company | — | — | — | $127K | 0.4% | |
| Vanguard Target Retirement Income Fund Pooled Separate Account | — | — | — | $127K | 0.4% | |
| party date,rate of interest, collateral, par, or maturity date AB Global Bond Fund Z Registered Investment Company | — | — | — | $123K | 0.4% | |
| Voya Lifetime Income Protection 2035 II Common/collective trust | — | — | — | $96K | 0.3% | |
| Voya Lifetime Income Protection 2050 II Common/collective trust | — | — | — | $32K | <0.1% | |
| Vanguard Target Retirement 2020 Fund Pooled Separate Account | — | — | — | $28K | <0.1% | |
| Vangrd Trgt Retire 2020 Fd Registered Investment Company | — | — | — | $28K | <0.1% | |
| Voya Lifetime Income Protection 2045 II Common/collective trust | — | — | — | $26K | <0.1% | |
| Voya Lifetime Income Protection 2040 II Common/collective trust | — | — | — | $19K | <0.1% | |
| Voya Lifetime Income Protection 2060 II Common/collective trust | — | — | — | $17K | <0.1% | |
| Voya Lifetime Income Protection 2055 II Common/collective trust | — | — | — | $17K | <0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | — | — | — | $14K | <0.1% | |
| Voya Government Money Market Fund A Pooled Separate Account | — | — | — | $14K | <0.1% | |
| Voya Lifetime Income Protection 2020 II Common/collective trust | — | — | — | $14K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Pooled Separate Account | — | — | — | $9K | <0.1% | |
| Vangrd Trgt Retire 2070 Fd Registered Investment Company | — | — | — | $9K | <0.1% | |
| Voya Lifetime Income Protection 2065 II Common/collective trust | — | — | — | $4K | <0.1% | |
| Voya Lifetime Income Protection 2030 II Common/collective trust | — | — | — | $4K | <0.1% |
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