# Energy Exemplar LLC 401(k) Plan
Source: https://planprovider.pro/companies/energy-exemplar-llc-401k-plan

> Energy Exemplar LLC's 401(k) plan: 128 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Energy Exemplar LLC

- **Sponsor EIN:** 202473325

- **Sponsor Address:** 420 EAST SOUTH TEMPLE, SUITE 300, SALT LAKE CITY, UT, 84111

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

- **Total Participants:** 128

- **Total Assets:** $13.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

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

## Plan Financials by Year

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

| 2024|128|$13.0M|$520,378|$1.8M|

| 2023|119|$9.6M|$327,720|$1.3M|

| 2022|115|$7.5M|$324,238|$1.2M|

## 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|

| GLOBAL RETIREMENT PARTNERS LLC|SERVICE PROVIDER|—|$26,342|$26,342|

| ASCENSUS|THIRD PARTY ADMINISTRATO|—|$5,320|$5,320|

| EIDE BAILLY LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — SERVICE PROVIDER

- [EIDE BAILLY LLP](https://planprovider.pro/provider/eide-bailly-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $31,662

- **Estimated Expense Ratio:** 0.244% 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|$3,100|—|$3,100|—|—|

| 2023|$2,455|—|$2,455|—|—|

| 2022|$2,095|$2,095|—|—|—|

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