How big is Energy Strategies, LLC's plan?

Energy Strategies, LLC's plan reported $9.0M in assets and 45 participants for 2024.

Original filing (PDF)20251015120715NAL0006022816001

Energy Strategies, LLC

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

Form 5500-SF

FILING_RECEIVED

Energy Strategies 401(k) Profit Sharing Plan

401(k) retirement plan · Energy Strategies, LLC's Energy Strategies 401(k) Profit Sharing Plan held $9.0M in plan assets for 45 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.0M

Net assets (EOY)

$9.0M

Plan identifiers

Energy Strategies, LLC's EIN is 87-0645310.

EIN 87-0645310

Plan number 001

Plan year 2024

ACK ID 20251015120715NAL0006022816001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ENERGY STRATEGIES, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score