# Energy Management Professionals 401(k) Plan
Source: https://planprovider.pro/companies/energy-management-professionals-401k-plan

> Energy Management Professionals's 401(k) plan: 136 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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