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Original filing (PDF)20251015081053NAL0004314417001

ENERGY SYSTEMS GROUP, LLC

Form 5500
FILING_RECEIVED
ENERGY SYSTEMS GROUP, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
307
Accounts w/ balance
371
Plan assets (EOY)
$62.6M
Net assets (EOY)
$62.6M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
93
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
  • Top holding "[DFE: VARIABLE ANNUITY ACCOUNT D (no filing on disk)]" is 100% of plan.
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Below-peer total fees (6 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENERGY SYSTEMS GROUP, LLC.
Plan sponsor
Name
ENERGY SYSTEMS GROUP, LLC
EIN
35-2017952
Address
9877 EASTGATE COURT · NEWBURGH, IN · 47630
Phone
(812) 471-5000
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

2 rows
Other
2
NameEINLocationRelationDirect compIndirect comp
VOYA RETIREMENT INSURANCE & ANNUITY71-0294708—SERVICE PROVIDER$35K—
CREATIVE PLANNING HOLD CO, LLC84-4519624—SERVICE PROVIDER$0—

Investments

1 pooled fund· $57.5M(92% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

PIInvestmentTypeShares / unitsCostCurrent value% of plan
VARIABLE ANNUITY ACCOUNT D
VOYA RETIREMENT & INSURANCE ANNUITY CO. · EIN 71-0294708 / PN 000
Pooled Separate Account
——$57.5M91.8%

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