How big is Energymatters' plan?

Energymatters' plan reported $216K in assets and 15 participants for 2024.

Original filing (PDF)20250718105024NAL0001564097001

Energymatters

Name: Energymatters — Lesley Alter, LCSW PC, Energymatters, Form 5500 (2024)
Creator: Energymatters
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lesley Alter, LCSW PC, Energymatters 401(k) Plan

401(k) retirement plan · Energymatters' Lesley Alter, LCSW PC, Energymatters 401(k) Plan held $216K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$216K

Net assets (EOY)

$216K

People on this filing

Marcus Bowie signed Energymatters' 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

Energymatters' EIN is 93-1271068.

EIN 93-1271068

Plan number 001

Plan year 2024

ACK ID 20250718105024NAL0001564097001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Energymatters' 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 ENERGYMATTERS.

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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