# Customized Energy Solutions, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/customized-energy-solutions-ltd-401k-plan

> Customized Energy Solutions, Ltd.'s 401(k) plan: 162 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Customized Energy Solutions, Ltd.

- **Sponsor EIN:** 251811123

- **Sponsor Address:** 1528 WALNUT STREET, PHILADELPHIA, PA, 19102

- **Plan Type:** 401(k)

- **Total Participants:** 162

- **Total Assets:** $40.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|162|$40.6M|$1.3M|$2.0M|

| 2023|164|$35.0M|$1.2M|$1.8M|

| 2022|161|$29.5M|$887,906|$1.5M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| INVST|NONE|$74,837|—|$74,837|

| CHARLES SCHWAB BANK|NONE|$12,447|—|$12,447|

| AMERITAS LIFE INSURANCE CORP|NONE|$9,641|—|$9,641|

| DGPERRY PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CHARLES SCHWAB BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [AMERITAS LIFE INSURANCE CORP](https://planprovider.pro/provider/ameritas-retirement-plans) — NONE

- [DGPERRY PLLC](https://planprovider.pro/provider/dgperry-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $96,925

- **Estimated Expense Ratio:** 0.239% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$96,926|$74,837|$9,642|—|—|

| 2023|$82,346|$62,588|$3,742|—|—|

| 2022|$81,559|$61,098|$20,461|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/customized-energy-solutions-ltd-401k-plan)

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