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Original filing (PDF)20250915132932NAL0003087906001
ENERGY EXEMPLAR LLC
Form 5500
FILING_RECEIVED
ENERGY EXEMPLAR LLC 401(K) PLAN & TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
128
Accounts w/ balance
147
Plan assets (EOY)
$13.0M
Net assets (EOY)
$13.0M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENERGY EXEMPLAR LLC.
Plan sponsor
Name
ENERGY EXEMPLAR LLC
EIN
20-2473325
Address
420 EAST SOUTH TEMPLE, SUITE 300 · SALT LAKE CITY, UT · 84111
Phone
(385) 386-3225
Industry
Software Publishers· Information / Tech / Mediasee all
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)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS | — | CHICAGO, IL | THIRD PARTY ADMINISTRATO | $0 | — |
Other
1| 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.
Uncategorized
$12.7M
26 holdings
Pooled Separate Account
$211K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Pooled Separate Account N/A | — | — | — | $2.2M | 17.2% | |
| Voya Index Solution 2055 Portfolio Z Pooled Separate Account N/A | — | — | — | $1.5M | 11.3% | |
| Voya Index Solution 2050 Portfolio Z Pooled Separate Account N/A | — | — | — | $1.4M | 11.1% | |
| Voya Index Solution 2035 Portfolio Z Pooled Separate Account N/A | — | — | — | $1.4M | 10.8% | |
| AB Large Cap Grw Fnd Z Pooled Separate Account N/A | — | — | — | $978K | 7.5% | |
| Voya Index Solution 2040 Portfolio Z Pooled Separate Account N/A | — | — | — | $813K | 6.3% | |
| Voya Index Solution 2045 Portfolio Z Pooled Separate Account N/A | — | — | — | $806K | 6.2% | |
| Voya Index Solution 2025 Portfolio Z Pooled Separate Account N/A | — | — | — | $727K | 5.6% | |
| Voya Index Solution 2060 Portfolio Z Pooled Separate Account N/A | — | — | — | $658K | 5.1% | |
| Vanguard Equity Income Fund Adm Pooled Separate Account N/A | — | — | — | $576K | 4.4% | |
| Fidelity International Idx Fd Pooled Separate Account N/A | — | — | — | $230K | 1.8% | |
| MFS Mid Cap Value Fund R6 Pooled Separate Account N/A 587 * Voya Fixed Account Fixed Investment Contract N/A | — | — | — | $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 | — | — | — | $207K | 1.6% | |
| BlackRock Mid-Cap Grwth Eq Port Cl K Pooled Separate Account N/A | — | — | — | $205K | 1.6% | |
| Voya Index Solution 2030 Portfolio Z Pooled Separate Account N/A | — | — | — | $140K | 1.1% | |
| PIMCO Income Fund Inst Pooled Separate Account N/A | — | — | — | $116K | 0.9% | |
| Notes receivable from participants Maturing 2029-2040 at interest rates of 8.75% - 9.50% - | — | — | — | $96K | 0.7% | |
| American Funds Am Balanced R6 Pooled Separate Account N/A | — | — | — | $95K | 0.7% | |
| Lord Abbett Total Return Fund R6 Pooled Separate Account N/A | — | — | — | $61K | 0.5% | |
| Voya Index Solution 2065 Portfolio Z Pooled Separate Account N/A | — | — | — | $52K | 0.4% | |
| ClrBrg Intl Growth Fd IS Pooled Separate Account N/A | — | — | — | $44K | 0.3% | |
| American Funds New World R6 Pooled Separate Account N/A | — | — | — | $28K | 0.2% | |
| Cohen & Steers Real Estate Secs Fd Z Pooled Separate Account N/A | — | — | — | $23K | 0.2% | |
| AmCen Small Cap Growth Fund R6 Pooled Separate Account N/A | — | — | — | $19K | 0.1% | |
| Voya Gov Money Mkt Fnd A Pooled Separate Account N/A | — | — | — | $19K | 0.1% | |
| Undiscoverd Mngrs Bhv VI F R6 Pooled Separate Account N/A | — | — | — | $5K | <0.1% |
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