Original filing (PDF)20241010141651NAL0041096034001

ECOBEE LTD.

Name: ECOBEE LTD. — ECOBEE LTD RETIREMENT PLAN, Form 5500 (2023)
Creator: ECOBEE LTD.

Form 5500-SF

FILING_RECEIVED

ECOBEE LTD RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$778K

Net assets (EOY)

$778K

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.

Decision-maker contacts

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

Plan sponsor

Name

ECOBEE LTD.

EIN

26-3637082

Address

11380 PROSPERITY FARMS ROAD · SUITE 221E · PALM BEACH GARDENS, FL · 33410

Phone

(647) 251-7145

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-10

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

PRACTICAL INSTRUMENT ELECTRONICS

PRACTICAL INSTRUMENT ELECTRONICS INC

$784K · 12 participants

KUS AMERICAS INC.

$769K · 59 participants

AXENT MANUFACTURING, INC. DBA AXIOM MANUFACTURING

AXIOM MANUFACTURING 401(K) PLAN

$790K · 16 participants

ASTANZA HOLDINGS, LLC

ASTANZA LASER LLC 401(K) PLAN

$766K · 17 participants

GRAPHWEAR TECHNOLOGIES INC.

GRAPHWEAR TECHNOLOGIES INC. 401(K) PLAN

$794K · 12 participants