Plan Snapshot
- Plan Sponsor: Energy Management Professionals
- Sponsor EIN: 814850134
- Sponsor Address: 165 RAILROAD HILL STREET, WATERBURY, CT, 06722
- Plan Type: 401(k)
- Total Participants: 136
- Total Assets: $10.4M
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 | 136 | $10.4M | $291,739 | $730,052 |
| 2023 | 144 | $8.8M | $276,016 | $672,232 |
| 2022 | 163 | $7.2M | $285,855 | $714,673 |
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 |
|---|---|---|---|---|
| GRAY GRAY & GRAY | Auditor | — | — | $0 |
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 | $32,114 | $22,421 | — | — | — |
| 2023 | $23,118 | $18,834 | — | — | — |
| 2022 | $23,639 | — | — | — | — |