How big is Customized Energy Solutions, Ltd.'s plan?

Customized Energy Solutions, Ltd.'s plan reported $40.6M in assets and 162 participants for 2024.

Original filing (PDF)20251014111115NAL0002715233001

Customized Energy Solutions, Ltd.

Name: Customized Energy Solutions, Ltd. — Customized, Form 5500 (2024)
Creator: Customized Energy Solutions, Ltd.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Customized Energy Solutions, Ltd. 401(k) Plan

401(k) retirement plan · Customized Energy Solutions, Ltd.'s Customized Energy Solutions, Ltd. 401(k) Plan held $40.6M in plan assets for 162 participants in 2024.

Signals · 3

Corrective distributions issuedHigh average account balanceNo recordkeeper disclosed

Active participants

162

Accounts w/ balance

216

Plan assets (EOY)

$40.6M

Net assets (EOY)

$40.6M

Plan identifiers

Customized Energy Solutions, Ltd.'s EIN is 25-1811123.

EIN 25-1811123

Plan number 002

Plan year 2024

ACK ID 20251014111115NAL0002715233001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Customized Energy Solutions, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Customized Energy Solutions, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

44 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

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

High average account balance (95th percentile).

Plan sponsor

Name

CUSTOMIZED ENERGY SOLUTIONS, LTD.

EIN

all filings

Address

1528 WALNUT STREET · 22ND FLOOR · PHILADELPHIA, PA · 19102

Phone

(267) 238-4786

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

3 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
INVST	81-1661697	—	NONE	$75K	—
CHARLES SCHWAB BANK	82-3967259	—	NONE	$12K	—
AMERITAS LIFE INSURANCE CORP	47-0098400	—	NONE	$10K	—

Investments

44 direct securities· $40.6M(100% of reported assets)

Mutual Funds

$31.8M

33 holdings

U.S. Treasuries

$3.2M

3 holdings

Other securities

$3.0M

4 holdings

Common Collective Trusts

$2.1M

1 holding

Bonds / Notes

$355K

1 holding

Cash / Money Market

$125K

1 holding

Common Stocks

$9K

1 holding

					% of plan
American Funds American Fd Growth Fd of America	Mutual Funds	—	—	$3.1M	7.7%
American Funds American Fd Target Date Ret 2065 ** 10 American Funds American Funds American Balanced	Mutual Funds	—	—	$3.0M	7.4%
Blackrock Ishares Russell Top 200 Growth ETF	Other securities	—	—	$2.1M	5.2%
SSGA SPDR S&P 500 ETF	Common Collective Trusts	—	—	$2.1M	5.1%
American Funds American Fd Target Date Ret 2035	Mutual Funds	—	—	$2.1M	5.1%
American Funds American Fd Target Date Ret 2030	Mutual Funds	—	—	$2.0M	5.0%
American Funds American Funds New Perspective	Mutual Funds	—	—	$1.8M	4.4%
Vanguard Small Cap Growth ETF	Mutual Funds	—	—	$1.7M	4.3%
American Funds American Fd Target Date Ret 2050	Mutual Funds	—	—	$1.6M	4.0%
Blackrock Ishares 7-10 Year Treasury Bond ETF	U.S. Treasuries	—	—	$1.4M	3.5%
American Funds American Fd Target Date Ret 2040	Mutual Funds	—	—	$1.3M	3.3%
Vanguard Value ETF	Mutual Funds	—	—	$1.3M	3.2%
American Funds American Fd Target Date Ret 2055	Mutual Funds	—	—	$1.3M	3.2%
Money Market Funds * Charles Schwab Bank Savings	Mutual Funds	—	—	$1.2M	3.1%
Charles Schwab Emerging Markets Equity ETF	Mutual Funds	—	—	$1.2M	3.0%
Blackrock Ishares 20+ Year Treasury Bond ETF	U.S. Treasuries	—	—	$1.2M	2.9%
Vanguard Real Estate ETF	Mutual Funds	—	—	$1.0M	2.6%
Invesco Powershares QQQ Trust	Mutual Funds	—	—	$1.0M	2.5%
American Funds American Funds Washington Mutual	Mutual Funds	—	—	$981K	2.4%
American Funds American Fd Target Date Ret 2045	Mutual Funds	—	—	$900K	2.2%
Blackrock Ishares MSCI EAFE ETF	Other securities	—	—	$767K	1.9%
Vanguard Small Cap Value ETF	Mutual Funds	—	—	$754K	1.9%
Charles Schwab US Aggregate Bond ETF ** 608 * Charles Schwab US Large-Cap Growth ETF	Mutual Funds	—	—	$746K	1.8%
American Funds American Funds Europacific Growth	Mutual Funds	—	—	$745K	1.8%
American Funds American Funds Inc Fund of America	Mutual Funds	—	—	$647K	1.6%
American Funds American Funds Smallcap World Fd	Mutual Funds	—	—	$627K	1.5%
Charles Schwab Short-Term US Treasury ETF	U.S. Treasuries	—	—	$611K	1.5%
PIMCO Investment Grad Corp BD ETF	Mutual Funds	—	—	$545K	1.3%
Vanguard Total Inter	Mutual Funds	—	—	$527K	1.3%
American Funds American Fd Target Date Ret 2060	Mutual Funds	—	—	$416K	1.0%
American Funds American Funds Invmt Co of America	Mutual Funds	—	—	$394K	1.0%
Participant Loans 4.25-9.50% -	Bonds / Notes	—	—	$355K	0.9%
Charles Schwab International	Mutual Funds	—	—	$157K	0.4%
American Funds American Fd Target Date Ret 2020	Mutual Funds	—	—	$152K	0.4%
Noninterest-bearing cash	Cash / Money Market	—	—	$125K	0.3%
DFA Securities DFA Emerging Markets SM Cap Port Instl	Mutual Funds	—	—	$118K	0.3%
Cohen & Steers Cohen & Steers Real Estate Secs I	Other securities	—	—	$112K	0.3%
Vanguard High-Yield Corporate Fd Admiral Sh	Mutual Funds	—	—	$98K	0.2%
Invesco Powershares Preferred ETF	Mutual Funds	—	—	$78K	0.2%
DFA Securities DFA Interim Govt Fixed Inc Port Instl	Mutual Funds	—	—	$60K	0.1%
American Funds American Fd Target Date Ret 2025	Mutual Funds	—	—	$51K	0.1%
Vanguard Long Term Cor Bd ETF	Mutual Funds	—	—	$23K	<0.1%
Exchange-Traded Funds Blackrock Ishares MSCI USA Minimum Volatility	Other securities	—	—	$17K	<0.1%
Thornburg Ltd Term Incm Fd CL r5	Common Stocks	—	—	$9K	<0.1%