How big is Energy SEC's plan?

Energy SEC's plan reported $384K in assets and 7 participants for 2024.

Original filing (PDF)20251013151355NAL0003333682008

Energy SEC

Name: Energy SEC — Energy SEC 403(b) Plan, Form 5500 (2024)
Creator: Energy SEC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Energy SEC 403(b) Plan

401(k) retirement plan · Energy SEC's Energy SEC 403(b) Plan held $384K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$384K

Net assets (EOY)

$384K

People on this filing

Stacy Bresler signed Energy SEC's 2024 Form 5500 as plan administrator.

Stacy Bresler — 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 SEC's EIN is 26-3869062.

EIN 26-3869062

Plan number 001

Plan year 2024

ACK ID 20251013151355NAL0003333682008

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Energy SEC'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 ENERGY SEC.

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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 SEC

EIN

all filings

Address

8440 SE SUNNYBROOK BLVD., SUITE 206 · CLACKAMAS, OR · 97206

Phone

(503) 446-1223

Industry

Public Administration

Plan administrator