How big is Energy Efficiency Funding Group's plan?

Energy Efficiency Funding Group's plan reported $338K in assets and 6 participants for 2024.

Original filing (PDF)20250717124714NAL0000483522001

Energy Efficiency Funding Group

Name: Energy Efficiency Funding Group — Energy Efficiency, Form 5500 (2024)
Creator: Energy Efficiency Funding Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Energy Efficiency Funding Group 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Energy Efficiency Funding Group's Energy Efficiency Funding Group 401(k) Profit Sharing Plan & Trust held $338K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$338K

Net assets (EOY)

$338K

Plan identifiers

Energy Efficiency Funding Group's EIN is 23-2723031.

EIN 23-2723031

Plan number 001

Plan year 2024

ACK ID 20250717124714NAL0000483522001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Energy Efficiency Funding Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

ENERGY EFFICIENCY FUNDING GROUP

EIN

all filings

Address

316 CALIFORNIA AVENUE #200 · RENO, NV · 89509

Phone

(415) 271-5136

Industry

Professional & Technical Services

Plan administrator