· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ENERGY IMPACT PARTNERS LP — ENERGY IMPACT PARTNERS LP 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250923154559NAL0002646259001
ENERGY IMPACT PARTNERS LP
Form 5500-SF
FILING_RECEIVED
ENERGY IMPACT PARTNERS LP 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
91
Accounts w/ balance
119
Plan assets (EOY)
$13.1M
Net assets (EOY)
$13.1M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ENERGY IMPACT PARTNERS LP
.
Find decision makers
Plan sponsor
Name
ENERGY IMPACT PARTNERS LP
EIN
47-5094287
Address
600 THIRD AVENUE · 38TH FLOOR · NEW YORK, NY · 10016
Phone
(212) 899-9711
Industry
Finance & Insurance
see 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
2025-09-23
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
TORRAY LLC
TORRAY LLC PROFIT SHARING PLAN
$13.1M · 10 participants
PORTAGE POINT PARTNERS, LLC
PORTAGE POINT PARTNERS, LLC 401(K) PLAN
$13.1M · 115 participants
CRESTONE CAPITAL, LLC
CRESTONE CAPITAL, LLC 401(K) PROFIT SHARING PLAN AND TRUST
$13.1M · 60 participants
DOVER MANAGEMENT SOLUTIONS, LLC
DOVER MANAGEMENT SOLUTIONS, LLC 401(K) PLAN
$13.1M · 63 participants
SAWGRASS ASSET MANAGEMENT, LLC
SAM 401(K) PLAN
$13.1M · 18 participants
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.
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
TCI WEALTH ADVISORS, INC.
TCI WEALTH ADVISORS, INC. PROFIT-SHARING PLAN & TRUST
$13.2M · 100 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
