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Original filing (PDF)20251015134921NAL0002518995001
ENERGY SERVICES GROUP, LLC.
Form 5500
FILING_RECEIVED
ENERGY SERVICES GROUP, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
146
Accounts w/ balance
188
Plan assets (EOY)
$22.9M
Net assets (EOY)
$22.9M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENERGY SERVICES GROUP, LLC..
Plan sponsor
Name
ENERGY SERVICES GROUP, LLC.
EIN
52-2262406
Address
141 LONGWATER DRIVE · SUITE 113A · NORWELL, MA · 02061
Phone
(781) 261-5829
Industry
Information / Tech / Mediasee 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IMA WEALTH INC | 48-1233289 | — | NONE | $22K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $19K | — |
Investments
26 direct securities· $22.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $5.1M | 22.3% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $3.0M | 13.0% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $2.0M | 8.9% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $2.0M | 8.7% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $1.7M | 7.6% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $1.6M | 7.1% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $1.1M | 4.7% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $961K | 4.2% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $902K | 3.9% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $821K | 3.6% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $547K | 2.4% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $544K | 2.4% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $463K | 2.0% | |
| Vanguard Short-Term Bond Index Adm Vanguard 0 | — | — | — | $446K | 1.9% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $320K | 1.4% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $268K | 1.2% | |
| American Funds American Balanced R6 American Funds 0 | — | — | — | $238K | 1.0% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $201K | 0.9% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $168K | 0.7% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $123K | 0.5% | |
| AB Small Cap Growth Portfolio Z Alliance Bernstein 0 | — | — | — | $101K | 0.4% | |
| JPMorgan Mid Cap Growth R6 JPMorgan 0 | — | — | — | $82K | 0.4% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $75K | 0.3% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $39K | 0.2% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $25K | 0.1% | |
| Goldman Sachs Sm Cap Val Insights R6 Goldman Sachs 0 | — | — | — | $23K | 0.1% |
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