How big is The Energy Foundation's plan?

The Energy Foundation's plan reported $1.8M in assets and 6 participants for 2024.

Original filing (PDF)20250919141815NAL0002609697001

The Energy Foundation

Name: The Energy Foundation — The Energy Foundation 403(b), Form 5500 (2024)
Creator: The Energy Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Energy Foundation 403(b) Plan

403(b) retirement plan · The Energy Foundation's The Energy Foundation 403(b) Plan held $1.8M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Peter Kodzis signed The Energy Foundation's 2024 Form 5500 as plan administrator.

Peter Kodzis — 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

The Energy Foundation's EIN is 94-3126848.

EIN 94-3126848

Plan number 002

Plan year 2024

ACK ID 20250919141815NAL0002609697001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Energy Foundation's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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