How big is Energy Efficiency Solutions' plan?

Energy Efficiency Solutions' plan reported $206K in assets and 4 participants for 2024.

Original filing (PDF)20251009155456NAL0006848529001

Energy Efficiency Solutions

Name: Energy Efficiency Solutions — Energy Efficiency, Form 5500 (2024)
Creator: Energy Efficiency Solutions
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Energy Efficiency Solutions 401(k) Plan

401(k) retirement plan · Energy Efficiency Solutions' Energy Efficiency Solutions 401(k) Plan held $206K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$206K

Net assets (EOY)

$206K

People on this filing

Richard Tatum signed Energy Efficiency Solutions' 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Energy Efficiency Solutions' EIN is 43-2097000.

EIN 43-2097000

Plan number 001

Plan year 2024

ACK ID 20251009155456NAL0006848529001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Energy Efficiency Solutions from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Energy Efficiency Solutions' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ENERGY EFFICIENCY SOLUTIONS.

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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