Back to filter
Original filing (PDF)20230726121147NAL0011086513001
ENERGYSOURCE LLC
Form 5500-SF
FILING_RECEIVED
ENERGYSOURCE LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
28
Accounts w/ balance
41
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
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 ENERGYSOURCE LLC.
Plan sponsor
Name
ENERGYSOURCE LLC
EIN
55-0912740
Address
12544 HIGH BLUFF DR · # 320 · SAN DIEGO, CA · 921303048
Phone
(858) 509-0150
Industry
Utilitiessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-07-26
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3H · Sponsor in controlled / affiliated group
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
Similar-size Utilities plans
SJF MANAGEMENT, LLC
SJF VENTURES 401(K) PLAN
$3.7M · 14 participants
BROAD REACH MANAGEMENT COMPANY, LLC
BROAD REACH POWER 401K PLAN
$3.7M · 50 participants
SPOKANE EDO LLC
SPOKANE EDO LLC 401(K) AND PROFIT SHARING PLAN
$3.7M · 45 participants
LINEVISION, INC.
LINEVISION, INC.
$3.7M · 68 participants
YAKAMA POWER
YAKAMA POWER 401(K) PROFIT SHARING PLAN
$3.7M · 32 participants
SPRUCE POWER
SPRUCE POWER 401(K) PLAN
$3.6M · 163 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B