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Original filing (PDF)20240830061513NAL0014566289001
PERCH ENERGY, INC.
Form 5500-SF
FILING_RECEIVED
PERCH ENERGY 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
55
Accounts w/ balance
41
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PERCH ENERGY, INC..
Plan sponsor
Name
PERCH ENERGY, INC.
EIN
36-4815977
Address
P.O. BOX 170718 · BOSTON, MA · 02117
Phone
(508) 308-2179
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
PENTEGRA SERVICES INC.
EIN
13-3745616
City
WHITE PLAINS, NY
Phone
(866) 633-4015
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-08-30
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)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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