How big is Energy Circle LLC's plan?

Energy Circle LLC's plan reported $753K in assets and 26 participants for 2024.

Original filing (PDF)20250411220849NAL0027080577029

Energy Circle LLC

Name: Energy Circle LLC — Energy Circle 401(k) Plan, Form 5500 (2024)
Creator: Energy Circle LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Energy Circle 401(k) Plan

401(k) retirement plan · Energy Circle LLC's Energy Circle 401(k) Plan held $753K in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$753K

Net assets (EOY)

$753K

People on this filing

QIAN LIU signed Energy Circle LLC's 2024 Form 5500 as plan administrator.

QIAN LIU — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Energy Circle LLC's EIN is 26-3805020.

EIN 26-3805020

Plan number 001

Plan year 2024

ACK ID 20250411220849NAL0027080577029

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Energy Circle LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 CIRCLE LLC.

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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 (86th percentile).

Plan sponsor

Name

ENERGY CIRCLE LLC

EIN

all filings

Address

622 CONGRESS ST · SUITE 301 · PORTLAND, ME · 04101

Phone

(207) 847-3644

Industry

Professional & Technical Services

Plan administrator