Original filing (PDF)20250731175458NAL0003302131001

EFFICIENT HOME ENERGY, LLC

Name: EFFICIENT HOME ENERGY, LLC — EFFICIENT HOME ENERGY 401(K) PLAN, Form 5500 (2024)
Creator: EFFICIENT HOME ENERGY, LLC

Form 5500-SF

FILING_RECEIVED

EFFICIENT HOME ENERGY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$97K

Net assets (EOY)

$97K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EFFICIENT HOME ENERGY, LLC.

Plan sponsor

Name

EFFICIENT HOME ENERGY, LLC

EIN

84-4337357

Address

82 PARK STREET · SINCLAIRVILLE, NY · 14782

Phone

(716) 450-1719

Industry

Retail Tradesee all

Plan administrator

Name

COMPASS 360, LLC

EIN

81-1939215

City

STRATHAM, NH

Phone

(603) 778-9920

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-31

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

K9 BASICS, LLC

K9 BASICS, LLC 401(K) PLAN

$97K · 13 participants

PACKER MELLEM SALES LLC

PACKER MELLEM SALES LLC 401K

$97K · 13 participants

ASTRA HOLDING LLC

ASTRA HOLDINGS LLC 401(K) PLAN

$97K · 31 participants

SOLAIRE LOGISTICS, INC.

SOLAIRE LOGISTICS, INC. PROFIT SHARING PLAN

$96K · 4 participants

THE LONGHAIRS INC

THE LONGHAIRS INC 401(K) PROFIT SHARING PLAN & TRUST

$96K · 5 participants