How big is Acclaim Energy, Ltd. DBA Acclaim Energy Advisors' plan?

Acclaim Energy, Ltd. DBA Acclaim Energy Advisors' plan reported $2.6M in assets and 8 participants for 2024.

Original filing (PDF)20250902121645NAL0014381441001

Acclaim Energy, Ltd. DBA Acclaim Energy Advisors

Name: Acclaim Energy, Ltd. DBA Acclaim Energy Advisors — Form 5500 Plan 001 (2024)
Creator: Acclaim Energy, Ltd. DBA Acclaim Energy Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Acclaim Energy Advisors 401(k) Plan

401(k) retirement plan · Acclaim Energy, Ltd. DBA Acclaim Energy Advisors' Acclaim Energy Advisors 401(k) Plan held $2.6M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

GUY Morgan signed Acclaim Energy, Ltd. DBA Acclaim Energy Advisors' 2024 Form 5500 as plan administrator.

GUY Morgan — 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

Acclaim Energy, Ltd. DBA Acclaim Energy Advisors' EIN is 32-0072114.

EIN 32-0072114

Plan number 001

Plan year 2024

ACK ID 20250902121645NAL0014381441001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Acclaim Energy, Ltd. DBA Acclaim Energy Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Acclaim Energy, Ltd. DBA Acclaim Energy Advisors' 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 ACCLAIM ENERGY, LTD DBA ACCLAIM ENERGY ADVISORS.

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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 (92nd percentile).

Plan sponsor

Name

ACCLAIM ENERGY, LTD DBA ACCLAIM ENERGY ADVISORS

EIN

all filings

Address

1321 UPLAND DR., SUITE 18060 · HOUSTON, TX · 77043

Phone

(713) 524-0250

Industry

Professional & Technical Services

Plan administrator