Original filing (PDF)20250917121117NAL0000603074001

ENERGYWISE, INC

Name: ENERGYWISE, INC — ENERGYWISE, INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: ENERGYWISE, INC

Form 5500-SF

FILING_RECEIVED

ENERGYWISE, INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$195K

Net assets (EOY)

$195K

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENERGYWISE, INC.

Plan sponsor

Name

ENERGYWISE, INC

EIN

11-2732212

Address

2231-26 FIFTH AVE · RONKONKOMA, NY · 11779

Phone

(631) 567-4720

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

2025-09-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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