Back to filter
Original filing (PDF)20250604210000NAL0019644064001
ENERGENT SOLUTIONS, LLC
Form 5500-SF
FILING_RECEIVED
ENERGENT SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENERGENT SOLUTIONS, LLC.
Plan sponsor
Name
ENERGENT SOLUTIONS, LLC
EIN
26-1943100
Address
6877 N. HIGH ST., SUITE 301 · WORTHINGTON, OH · 43085
Phone
(614) 360-2245
Industry
Professional & Technical Servicessee 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
2025-06-04
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2R · Participant-directed brokerage (SDBA)
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 providersRelated plans
Similar-size Professional & Technical Services plans
ACER ASSOCIATES, LLC
ACER ASSOCIATES, LLC 401(K) PLAN
$1.9M · 20 participants
MCCREADIE GROUP, INC.
MCCREADIE GROUP, INC. RETIREMENT TRUST
$1.9M · 21 participants
WORLDBRIDGE PARTNERS OF OMAHA
WORLDBRIDGE PARTNERS OF OMAHA 401(K) SAVINGS
$1.9M · 10 participants
SEBA PROFESSIONAL SERVICES LLC
SEBA PROFESSIONAL SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST
$1.9M · 60 participants
Q BIZ INC
Q BIZ INC 401(K) SAVINGS PLAN
$1.9M · 15 participants
UNIVERSAL STRATEGIC ADVISORS LLC
UNIVERSAL STRATEGIC ADVISORS DEFINED BENEFIT PLAN
$1.9M · 5 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants