How big is Energy CX, LLC's plan?

Energy CX, LLC's plan reported $443K in assets and 38 participants for 2024.

Original filing (PDF)20250610153137NAL0024848048001

Energy CX, LLC

Name: Energy CX, LLC — Energy CX, LLC 401(k) Plan, Form 5500 (2024)
Creator: Energy CX, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Energy CX, LLC 401(k) Plan

401(k) retirement plan · Energy CX, LLC's Energy CX, LLC 401(k) Plan held $443K in plan assets for 38 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$443K

Net assets (EOY)

$443K

People on this filing

Miles Rice signed Energy CX, LLC's 2024 Form 5500 as plan administrator.

Miles Rice — 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

Energy CX, LLC's EIN is 84-2508506.

EIN 84-2508506

Plan number 001

Plan year 2024

ACK ID 20250610153137NAL0024848048001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Energy CX, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Energy CX, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ENERGY CX, LLC.

Finding similar companies…

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