How big is Home Efficiency Experts, Inc.'s plan?

Home Efficiency Experts, Inc.'s plan reported $227K in assets and 20 participants for 2024.

Original filing (PDF)20250721094701NAL0001653200001

Home Efficiency Experts, Inc.

Name: Home Efficiency Experts, Inc. — Home Efficiency, Form 5500 (2024)
Creator: Home Efficiency Experts, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Home Efficiency Experts, Inc. 401(k) Plan

401(k) retirement plan · Home Efficiency Experts, Inc.'s Home Efficiency Experts, Inc. 401(k) Plan held $227K in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$227K

Net assets (EOY)

$227K

People on this filing

Marcus Bowie signed Home Efficiency Experts, Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Home Efficiency Experts, Inc.'s EIN is 83-2294882.

EIN 83-2294882

Plan number 001

Plan year 2024

ACK ID 20250721094701NAL0001653200001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Home Efficiency Experts, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Home Efficiency Experts, Inc.'s 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 HOME EFFICIENCY EXPERTS, INC.

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score