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Original filing (PDF)20250910220131NAL0013700339016
PLUS POWER SERVICES LLC
Form 5500
FILING_RECEIVED
PLUS POWER SERVICES 401(K) PLAN
401(k) retirement plan
Signals · 2
43% in single holdingNo recordkeeper disclosed
Active participants
163
Accounts w/ balance
183
Plan assets (EOY)
$7.8M
Net assets (EOY)
$7.8M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
79
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market Index Fund Admiral" is 43% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLUS POWER SERVICES LLC.
Plan sponsor
Name
PLUS POWER SERVICES LLC
EIN
93-1894157
Address
1780 HUGHES LANDING BOULEVARD · SUITE 675 · THE WOODLANDS, TX · 77380
Phone
(303) 921-5557
Industry
Utilitiessee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FRANK, RIMERMAN + CO. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT TRUST COMPANY | 43-1971558 | — | CUSTODIAN | $0 | — |
Investments
27 direct securities· $7.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral | — | — | — | $3.3M | 42.7% | |
| Vanguard Developed Markets Index Fund Admiral | — | — | — | $1.2M | 15.0% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $876K | 11.2% | |
| Vanguard Emerging Markets Stock Index Fund Admiral | — | — | — | $623K | 8.0% | |
| Non-interest bearing cash | — | — | $441K | $441K | 5.6% | |
| Vanguard 500 Index Fund Admiral | — | — | — | $312K | 4.0% | |
| Vanguard Real Estate Index Fund Admiral | — | — | — | $306K | 3.9% | |
| Vanguard Total International Bond Index Fund Admiral | — | — | — | $282K | 3.6% | |
| Vanguard Federal Money Market Fund | — | — | — | $123K | 1.6% | |
| Participant loans receivable - 3 loans outstanding with interest rates ranging from 8.75% to 9.50% - | — | — | — | $77K | 1.0% | |
| Vanguard Growth Index Fund Admiral | — | — | — | $77K | 1.0% | |
| Vanguard Information Technology Index Fund Admiral | — | — | — | $45K | 0.6% | |
| Vanguard Large-Cap Index Fund Admiral Shares | — | — | — | $36K | 0.5% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral | — | — | — | $22K | 0.3% | |
| Vanguard Small-Cap Index Fund Admiral | — | — | — | $21K | 0.3% | |
| Vanguard Telecom Services Index Admiral | — | — | — | $15K | 0.2% | |
| Vanguard Total International Stock Index Fund Admiral Shares | — | — | — | $12K | 0.2% | |
| Vanguard Financials Index Fund Admiral | — | — | — | $11K | 0.1% | |
| Vanguard FTSE Social Index Admiral | — | — | — | $8K | 0.1% | |
| Vanguard Dividend Appreciation Index Fund Admiral | — | — | — | $7K | <0.1% | |
| Vanguard Value Index Fund Admiral | — | — | — | $4K | <0.1% | |
| Vanguard High Dividend Yield Index Fund Admiral | — | — | — | $4K | <0.1% | |
| Vanguard Mid-Cap Growth Index Fund Admiral | — | — | — | $4K | <0.1% | |
| Vanguard Energy Index Fund Admiral | — | — | — | $3K | <0.1% | |
| Vanguard Mid-Cap Value Index Fund Admiral | — | — | — | $3K | <0.1% | |
| Vanguard Health Care Index Fund Admiral | — | — | — | $2K | <0.1% | |
| Vanguard Industrials Index Fund Admiral | — | — | — | $1K | <0.1% |
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