Back to filter
Original filing (PDF)20250905142323NAL0017280641001
POWERSECURE, INC.
Form 5500
FILING_RECEIVED
POWERSECURE, INC. 401(K) RETIRMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
848
Accounts w/ balance
0
Plan assets (EOY)
$69.6M
Net assets (EOY)
$69.6M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 26 bps in Schedule C fees — 61% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POWERSECURE, INC..
Plan sponsor
Name
POWERSECURE, INC.
EIN
84-1557738
Address
4068 STIRRUP CREEK DRIVE · DURHAM, NC · 27703
Phone
(984) 353-0501
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-05
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WARREN AVERETT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $131K | — |
| ONE DIGITAL INVESTMENT ADVISORS | — | OVERLAND PARK, KS | NONE | $49K | — |
Investments
33 direct securities· $69.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $7.7M | 11.0% | |
| T. Rowe Price Retirement I 2045 I T. Rowe Price 0 | — | — | — | $6.9M | 9.9% | |
| T. Rowe Price Retirement I 2050 I T. Rowe Price 0 | — | — | — | $6.2M | 8.9% | |
| T. Rowe Price Retirement I 2035 I T. Rowe Price 0 | — | — | — | $6.1M | 8.7% | |
| T. Rowe Price Retirement I 2040 I T. Rowe Price 0 | — | — | — | $6.0M | 8.6% | |
| T. Rowe Price Retirement I 2055 I T. Rowe Price 0 | — | — | — | $5.3M | 7.6% | |
| Fidelity Advisor Equity Growth Z Fidelity 0 | — | — | — | $4.9M | 7.1% | |
| T. Rowe Price Retirement I 2030 I T. Rowe Price 0 | — | — | — | $4.2M | 6.1% | |
| T. Rowe Price Retirement I 2060 I T. Rowe Price 0 | — | — | — | $2.6M | 3.7% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $2.5M | 3.6% | |
| T. Rowe Price Retirement I 2025 I T. Rowe Price 0 | — | — | — | $2.4M | 3.5% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $1.9M | 2.7% | |
| T. Rowe Price Retirement I 2020 I T. Rowe Price 0 | — | — | — | $1.6M | 2.3% | |
| Fidelity International Index Fidelity 0 | — | — | — | $1.5M | 2.1% | |
| Vanguard Wellington Admiral Vanguard 0 | — | — | — | $1.4M | 2.0% | |
| Macquarie Mid Cap Growth R6 Macquarie 0 | — | — | — | $1.3M | 1.8% | |
| BlackRock Liquidity Funds FedFund Instl BlackRock 0 | — | — | — | $1.2M | 1.8% | |
| Participant Loans Interest rates range from 4.25% to 9.50% | — | — | — | $1.1M | 1.6% | |
| (CL) Invesco Discovery R6 Invesco 0 | — | — | — | $1.1M | 1.6% | |
| Dodge & Cox Income X Dodge & Cox 0 | — | — | — | $855K | 1.2% | |
| Vanguard High Yield Corp Adm Vanguard 0 | — | — | — | $651K | 0.9% | |
| Franklin Small Cap Value R6 Franklin 0 | — | — | — | $430K | 0.6% | |
| T. Rowe Price Retirement I 2015 I T. Rowe Price 0 | — | — | — | $329K | 0.5% | |
| Cohen & Steers Instl Realty Shares Instl Cohen & Steers 0 | — | — | — | $303K | 0.4% | |
| Schwab Self-Direct Invest Fund V Schwab 0 | — | — | — | $281K | 0.4% | |
| American Funds US Government Sec R6 American Funds 0 | — | — | — | $230K | 0.3% | |
| T. Rowe Price Retirement I 2005 I T. Rowe Price 0 | — | — | — | $137K | 0.2% | |
| Schwab Self-Direct Cash Fund V Schwab 0 | — | — | — | $129K | 0.2% | |
| MFS Mid Cap Value R6 MFS 0 | — | — | — | $101K | 0.1% | |
| BNY Mellon Global Fixed Income Y BNY 0 | — | — | — | $74K | 0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | — | — | — | $3K | <0.1% | |
| (1) X DOL Regulation 2520.103-8 (2) X DOL Regulation 2520.103-12(d) (3) X neither DOL Regulation 2520.103-8 nor DOL Regulation 2520.103-12(d). | — | — | $3K | $3K | <0.1% | |
| Yes No Amount a | — | — | — | $3K | <0.1% |