Original filing (PDF)20250627081643NAL0009587153001

ENERGY PRODUCTS & ENGINEERING CORP

Name: ENERGY PRODUCTS & ENGINEERING CORP — ENERGY PRODUCTS & ENGINEERING RETIREMENT PLAN, Form 5500 (2024)
Creator: ENERGY PRODUCTS & ENGINEERING CORP

Form 5500-SF

FILING_RECEIVED

ENERGY PRODUCTS & ENGINEERING RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENERGY PRODUCTS & ENGINEERING CORP.

Plan sponsor

Name

ENERGY PRODUCTS & ENGINEERING CORP

EIN

66-0600553

Address

425 CARR NUM 693 · PMB 363 · DORADO, PR · 00646

Phone

(939) 715-1040

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Name

PENSION ADMINISTRATORS GROUP

EIN

66-0523704

City

SAN JUAN, PR

Phone

(787) 977-8496

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-27

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

3C · Not intended to be qualified

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 providers

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