Original filing (PDF)20250623132011NAL0015551826001

EXERGY ENGINEERING, LLC

Name: EXERGY ENGINEERING, LLC — EXERGY ENGINEERING LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: EXERGY ENGINEERING, LLC

Form 5500-SF

FILING_RECEIVED

EXERGY ENGINEERING LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXERGY ENGINEERING, LLC.

Plan sponsor

Name

EXERGY ENGINEERING, LLC

EIN

20-4418423

Address

4936 KENDRICK ST. SE · GRAND RAPIDS, MI · 49512

Phone

(616) 977-3766

Industry

Manufacturingsee 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

2025-06-23

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Related plans

Similar-size Manufacturing plans

TECNIQ INC.

TECNIQ INC. 401(K) PLAN

$1.3M · 59 participants

KEY PARTS, INC

KEY PARTS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

$1.3M · 27 participants

TOGETHERBUY COM

VORSTEINER 401K PLAN

$1.3M · 23 participants

INFO NET, CORP DBA SUMMIT PRODUCTS, INC.

THE ARCHITECT 401(K) PLAN- INFO NET, CORP DBA SUMMIT PRODUCTS, INC.

$1.3M · 61 participants

DAVICO, INC

DAVICO, INC 401(K) PLAN

$1.3M · 44 participants