· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KEARSARGE ENERGY LLC — KEARSARGE ENERGY LLC 401(K) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250708122758NAL0004656929001
KEARSARGE ENERGY LLC
Form 5500-SF
FILING_RECEIVED
KEARSARGE ENERGY LLC 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
28
Accounts w/ balance
30
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KEARSARGE ENERGY LLC
.
Find decision makers
Plan sponsor
Name
KEARSARGE ENERGY LLC
EIN
27-1983243
Address
1380 SOLDIERS FIELD ROAD · SUITE 3900 · BOSTON, MA · 02134
Phone
(617) 393-4222
Industry
Utilities
see 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
2025-07-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
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 Utilities plans
HARVEST ENERGY SOLUTIONS, LLC
HARVEST / EAGLE PRO 401(K) PLAN
$3.6M · 77 participants
ECOPLEXUS INC.
ECOPLEXUS 401(K) PLAN
$3.6M · 49 participants
DATALINE SERVICES, INC.
DATALINE SERVICES, INC. PROFIT SHARING 401(K) PLAN
$3.6M · 6 participants
TENNESSEE ASSOCIATION OF UTILITY DISTRICTS
TENNESSEE ASSOCIATION OF UTILITY DISTRICTS DEFINED BENEFIT PENSION PLAN
$3.6M · 25 participants
THE ENERGY ASSOCIATION OF PENNSYLVANIA
THE ENERGY ASSOCIATION OF PENNSYLVANIA 401(K) PLAN
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.6M · 5 participants
REDWOOD ELECTRIC COOPERATIVE
REDWOOD ELECTRIC COOPERATIVE UNION 401(K) PLAN
$3.6M · 10 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
