How big is Energy Exemplar LLC's plan?

Energy Exemplar LLC's plan reported $13.0M in assets and 128 participants for 2024.

Original filing (PDF)20250915132932NAL0003087906001

Energy Exemplar LLC

Name: Energy Exemplar LLC — Energy Exemplar LLC 401(k), Form 5500 (2024)
Creator: Energy Exemplar LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Energy Exemplar LLC 401(k) Plan & Trust

401(k) retirement plan · Energy Exemplar LLC's Energy Exemplar LLC 401(k) Plan & Trust held $13.0M in plan assets for 128 participants in 2024, with Ascensus as recordkeeper.

Signals · 1

Late participant contributions

Active participants

128

Accounts w/ balance

147

Plan assets (EOY)

$13.0M

Net assets (EOY)

$13.0M

People on this filing

Wendi Newton signed Energy Exemplar LLC's 2024 Form 5500 as plan administrator.

Wendi Newton — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Energy Exemplar LLC's EIN is 20-2473325.

EIN 20-2473325

Plan number 004

Plan year 2024

ACK ID 20250915132932NAL0003087906001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Energy Exemplar LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Energy Exemplar LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ENERGY EXEMPLAR LLC.

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How this plan invests

This plan

1 pooled trust

Schedule D

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 77K (2% of contributions).

Helping the score

Below-peer total plan cost (89th percentile).

Plan sponsor

Name

ENERGY EXEMPLAR LLC

EIN

all filings

Address

420 EAST SOUTH TEMPLE, SUITE 300 · SALT LAKE CITY, UT · 84111

Phone

(385) 386-3225

Industry

Software Publishers· Information / Tech / Media

Plan administrator

Name

FUTUREPLAN FIDUCIARY SERVICES LLC

EIN

82-3719843

City

BOSTON, MA

Phone

(855) 711-5283

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS	—	CHICAGO, IL	THIRD PARTY ADMINISTRATO	$0	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	47-1411118	—	SERVICE PROVIDER	$0	—

Investments

26 direct securities · 1 pooled fund· $12.9M(99% 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.

Pooled Separate Accounts

$12.6M

25 holdings

Pooled Separate Account

$211K

1 holding

Bonds / Notes

$96K

1 holding

					% of plan
Fidelity 500 Index Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$2.2M	17.2%
Voya Index Solution 2055 Portfolio Z Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$1.5M	11.3%
Voya Index Solution 2050 Portfolio Z Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$1.4M	11.1%
Voya Index Solution 2035 Portfolio Z Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$1.4M	10.8%
AB Large Cap Grw Fnd Z Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$978K	7.5%
Voya Index Solution 2040 Portfolio Z Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$813K	6.3%
Voya Index Solution 2045 Portfolio Z Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$806K	6.2%
Voya Index Solution 2025 Portfolio Z Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$727K	5.6%
Voya Index Solution 2060 Portfolio Z Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$658K	5.1%
Vanguard Equity Income Fund Adm Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$576K	4.4%
Fidelity International Idx Fd Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$230K	1.8%
MFS Mid Cap Value Fund R6 Pooled Separate Account N/A 587 * Voya Fixed Account Fixed Investment Contract N/A	Pooled Separate Accounts	—	—	$211K	1.6%
SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY · EIN 71-0294708 / PN 000	Pooled Separate Account	—	—	$211K	1.6%
Fidelity Sm Cp Ind Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$207K	1.6%
BlackRock Mid-Cap Grwth Eq Port Cl K Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$205K	1.6%
Voya Index Solution 2030 Portfolio Z Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$140K	1.1%
PIMCO Income Fund Inst Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$116K	0.9%
Notes receivable from participants Maturing 2029-2040 at interest rates of 8.75% - 9.50% -	Bonds / Notes	—	—	$96K	0.7%
American Funds Am Balanced R6 Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$95K	0.7%
Lord Abbett Total Return Fund R6 Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$61K	0.5%
Voya Index Solution 2065 Portfolio Z Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$52K	0.4%
ClrBrg Intl Growth Fd IS Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$44K	0.3%
American Funds New World R6 Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$28K	0.2%
Cohen & Steers Real Estate Secs Fd Z Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$23K	0.2%
AmCen Small Cap Growth Fund R6 Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$19K	0.1%
Voya Gov Money Mkt Fnd A Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$19K	0.1%
Undiscoverd Mngrs Bhv VI F R6 Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$5K	<0.1%