Energy Reps, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Energy Reps, INC.
  • Sponsor EIN: 922747377
  • Sponsor Address: 2336 SE OCEAN BLVD #70, STUART, FL, 34996
  • Plan Type: 401(k)
  • Total Participants: 30
  • Total Assets: $3.4M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202430$3.4M$220,641$364,056
202330$4.1M$151,691$285,663

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