How big is EFI Foundation's plan?

EFI Foundation's plan reported $940K in assets and 23 participants for 2024.

Original filing (PDF)20250717155525NAL0000870336001

EFI Foundation

Name: EFI Foundation — Energy Futures Initiative Inc., Form 5500 (2024)
Creator: EFI Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Energy Futures Initiative Inc. 401(k) Plan

401(k) retirement plan · EFI Foundation's Energy Futures Initiative Inc. 401(k) Plan held $940K in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$940K

Net assets (EOY)

$940K

People on this filing

Marcus Bowie signed EFI Foundation's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

EFI Foundation's EIN is 87-3398574.

EIN 87-3398574

Plan number 001

Plan year 2024

ACK ID 20250717155525NAL0000870336001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

EFI Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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