How big is Texas Home Energy Professionals' plan?

Texas Home Energy Professionals' plan reported $347K in assets and 12 participants for 2023.

Original filing (PDF)20241121050729NAL0000480386001

Texas Home Energy Professionals

Name: Texas Home Energy Professionals — Texas Home Energy, Form 5500 (2023)
Creator: Texas Home Energy Professionals
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Texas Home Energy Professionals LLC

401(k) retirement plan · Texas Home Energy Professionals' Texas Home Energy Professionals LLC held $347K in plan assets for 12 participants in 2023.

Signals · 1

Late filing · 0.2 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$347K

Net assets (EOY)

$347K

People on this filing

Jason HELM signed Texas Home Energy Professionals' 2023 Form 5500 as plan administrator.

Jason HELM — 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

Texas Home Energy Professionals' EIN is 81-4367009.

EIN 81-4367009

Plan number 001

Plan year 2023

ACK ID 20241121050729NAL0000480386001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Texas Home Energy Professionals from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Texas Home Energy Professionals' 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 TEXAS HOME ENERGY PROFESSIONALS.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off