Original filing (PDF)20251219140452NAL0003422531001

Energy Shares LLC

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

Form 5500-SF

FILING_RECEIVED

Energy Shares, LLC 401(k) Plan

401(k) retirement plan · Energy Shares LLC's Energy Shares, LLC 401(k) Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Janet WONG signed Energy Shares LLC's 2024 Form 5500 as plan administrator.

Janet WONG — 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 Shares LLC's EIN is 86-3364109.

EIN 86-3364109

Plan number 001

Plan year 2024

ACK ID 20251219140452NAL0003422531001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Energy Shares LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 SHARES LLC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score