Plan Snapshot
- Plan Sponsor: Energera America, INC.
- Sponsor EIN: 454090026
- Sponsor Address: 999 18TH STREET, STE. 2025N, DENVER, CO, 80202
- Plan Type: 401(k)
- Total Participants: 81
- Total Assets: $1.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 81 | $1.2M | $0 | $0 |
| 2023 | 173 | $961,708 | $0 | $0 |
| 2022 | 157 | $688,438 | $0 | $0 |
| 2021 | 137 | $858,279 | $0 | $0 |
| 2020 | 87 | $647,761 | $0 | $0 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $16,006 | $8,038 | $7,968 | — | — |
| 2023 | $20,699 | $14,966 | $5,733 | — | — |
| 2022 | $17,421 | — | $4,925 | — | — |
| 2021 | $5,409 | — | $2,910 | — | — |
| 2020 | $17,472 | — | $17,472 | — | — |