ENERGY POLICY RESEARCH FOUNDATION, INC. RETIREMENT TRUST
401(k) retirement plan
Signals · 1
High average account balance
Active participants
5
Accounts w/ balance
5
Plan assets (EOY)
$577K
Net assets (EOY)
$577K
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
85
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ENERGY POLICY RESEARCH FOUNDATION, INC..
Plan sponsor
Name
ENERGY POLICY RESEARCH FOUNDATION, INC.
EIN
30-1232594
Address
25 MASSACHUSETTS AVE NW · SUITE 500P MAILBOX 14 · WASHINGTON, DC · 20001
Phone
(202) 944-3339
Industry
All Other Professional Services· 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
2025-07-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
