Original filing (PDF)20250528102527NAL0006456609001

EFFICIENCY EXPERTS INC.

Name: EFFICIENCY EXPERTS INC. — EFFICIENCY EXPERTS, INC. 401(K)PLAN, Form 5500 (2024)
Creator: EFFICIENCY EXPERTS INC.

Form 5500-SF

FILING_RECEIVED

EFFICIENCY EXPERTS, INC. 401(K)PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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 EFFICIENCY EXPERTS INC..

Plan sponsor

Name

EFFICIENCY EXPERTS INC.

EIN

22-3569848

Address

137 LILAC DRIVE · ANNANDALE, NJ · 088013455

Phone

(908) 230-6165

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

2025-05-28

Pension benefit codes

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)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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