Original filing (PDF)20251015151744NAL0010339906001

ENERGY SAVING USAA, LLC

Name: ENERGY SAVING USAA, LLC — ENERGY SAVING USAA LLC 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ENERGY SAVING USAA, LLC

Form 5500-SF

FILING_RECEIVED

ENERGY SAVING USAA LLC 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$85K

Net assets (EOY)

$85K

Plan health score

/ 100

Grade B

Above-average plan

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 ENERGY SAVING USAA, LLC.

Plan sponsor

Name

ENERGY SAVING USAA, LLC

EIN

92-0801746

Address

1010 JEANETTE AVENUE · UNION, NJ · 07083

Phone

(718) 517-0516

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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