How big is Energy Experts International's plan?

Energy Experts International's plan reported $10.5M in assets and 122 participants for 2024.

Original filing (PDF)20250909152104NAL0012671619001

Energy Experts International

Name: Energy Experts International — Energy Experts, Form 5500 (2024)
Creator: Energy Experts International
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Energy Experts International 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Energy Experts International's Energy Experts International 401(k) Profit Sharing Plan & Trust held $10.5M in plan assets for 122 participants in 2024, with Paychex as recordkeeper.

Signals · 1

Late participant contributions

Active participants

122

Accounts w/ balance

205

Plan assets (EOY)

$10.5M

Net assets (EOY)

$10.5M

People on this filing

Michael Watanabe signed Energy Experts International's 2024 Form 5500 as plan administrator.

Michael Watanabe — 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

Energy Experts International's EIN is 94-3335277.

EIN 94-3335277

Plan number 002

Plan year 2024

ACK ID 20250909152104NAL0012671619001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Energy Experts International's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 2K (0% of contributions).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

ENERGY EXPERTS INTERNATIONAL

EIN

all filings

Address

555 TWIN DOLPHIN DR STE 150 · REDWOOD CITY, CA · 940652139

Phone

(650) 593-4261

Industry

Utilities

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

2025-09-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PAYCHEX, INC.	16-1124166	ROCHESTER, NY	RECORDKEEPER	$23K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY GLOBAL BANKING OPERA	—	BALTIMORE, MD	ADVISOR	$21K	—

Investments

28 direct securities· $10.5M(100% of reported assets)

Mutual Funds

$5.9M

16 holdings

Other securities

$2.6M

7 holdings

Common Collective Trusts

$1.8M

4 holdings

Bonds / Notes

$114K

1 holding

					% of plan
AB Large Cap Growth Fund Class A Mutual Fund	Other securities	—	—	$1.3M	12.0%
MFS Total Return Fund Class R3 Mutual Fund	Mutual Funds	—	—	$992K	9.5%
American Funds 2030 Target Date Retirement Fund Class R-4 Mutual Fund	Mutual Funds	—	—	$984K	9.4%
iShares S&P 500 Index Fund Class K Mutual Fund	Common Collective Trusts	—	—	$813K	7.8%
American Funds 2025 Target Date Retirement Fund Class R-4 Mutual Fund	Mutual Funds	—	—	$781K	7.5%
American Funds 2055 Target Date Retirement Fund Class R-4 Mutual Fund	Mutual Funds	—	—	$748K	7.1%
iShares Russell 2000 Small-Cap Index Fund Class K Mutual Fund	Common Collective Trusts	—	—	$687K	6.6%
American Funds 2050 Target Date Retirement Fund Class R-4 Mutual Fund	Mutual Funds	—	—	$566K	5.4%
AB Discovery Growth Fund Class A Mutual Fund	Other securities	—	—	$537K	5.1%
American Funds 2040 Target Date Retirement Fund Class R-4 Mutual Fund	Mutual Funds	—	—	$533K	5.1%
Loomis Sayles Core Plus Bond Fund Class A Mutual Fund	Other securities	—	—	$510K	4.9%
American Funds 2045 Target Date Retirement Fund Class R-4 Mutual Fund	Mutual Funds	—	—	$411K	3.9%
Dodge & Cox Stock Fund Class I Mutual Fund	Mutual Funds	—	—	$250K	2.4%
iShares Russell Mid-Cap Index Fund Class K Mutual Fund	Common Collective Trusts	—	—	$199K	1.9%
American Funds 2035 Target Date Retirement Fund Class R-4 Mutual Fund	Mutual Funds	—	—	$139K	1.3%
iShares MSCI EAFE International Index Fund Class K Mutual Fund	Common Collective Trusts	—	—	$125K	1.2%
Vanguard Treasury Money Market Fund Mutual Fund	Mutual Funds	—	—	$115K	1.1%
Participant Loans to participants, bearing interest from 5.75% to 9.50%	Bonds / Notes	—	—	$114K	1.1%
American Funds 2060 Target Date Retirement Fund Class R-4 Mutual Fund	Mutual Funds	—	—	$106K	1.0%
Lord Abbett Short Duration Income Fund Class R4 Mutual Fund	Mutual Funds	—	—	$106K	1.0%
AB Small Cap Growth Portfolio Fund Class A Mutual Fund	Other securities	—	—	$105K	1.0%
Allspring Special Small Cap Value Fund Class A Mutual Fund	Other securities	—	—	$82K	0.8%
Principal Real Estate Securities Fund Class A Mutual Fund	Other securities	—	—	$74K	0.7%
MFS Mid Cap Value Fund Class R3 Mutual Fund	Mutual Funds	—	—	$69K	0.7%
American Funds 2065 Target Date Retirement Fund Class R-4 Mutual Fund ** 643 American Funds EuroPacific Growth Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$63K	0.6%
Eaton Vance High Income Opportunities Fund Class A Mutual Fund	Other securities	—	—	$46K	0.4%
American Funds 2010 Target Date Retirement Fund Class R-4 Mutual Fund 31 American Funds 2015 Target Date Retirement Fund Class R-4 Mutual Fund 126 American Funds 2020 Target Date Retirement Fund Class R-4 Mutual Fund	Mutual Funds	—	—	$46K	0.4%
PIMCO Income Fund Class A Mutual Fund	Mutual Funds	—	—	$20K	0.2%