# Energy Services Group, LLC. 401(k) Plan
Source: https://planprovider.pro/companies/energy-services-group-llc-401k-plan

> Energy Services Group, LLC.'s 401(k) plan: 146 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Energy Services Group, LLC.

- **Sponsor EIN:** 522262406

- **Sponsor Address:** 141 LONGWATER DRIVE, NORWELL, MA, 02061

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

- **Total Participants:** 146

- **Total Assets:** $22.9M

## 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

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

| 2024|146|$22.9M|$377,823|$1.4M|

| 2023|130|$17.5M|$338,217|$1.3M|

| 2022|133|$15.7M|$363,264|$1.4M|

## 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|

| IMA WEALTH INC|NONE|$21,868|—|$21,868|

| THE VANGUARD GROUP, INC.|NONE|$18,590|—|$18,590|

| PKF O'CONNOR DAVIES, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [IMA WEALTH INC](https://planprovider.pro/provider/ima-wealth) — NONE

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [PKF O'CONNOR DAVIES, LLP](https://planprovider.pro/provider/bpas) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $40,458

- **Estimated Expense Ratio:** 0.177% 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|$40,458|$21,868|$18,590|—|—|

| 2023|$17,539|—|$17,539|—|—|

| 2022|$17,539|—|$17,539|—|—|

## Similar Plans

- [Risi, INC.](https://planprovider.pro/companies/risi-inc-401k-plan) — 154 participants

- [Stax, LLC](https://planprovider.pro/companies/stax-llc-plan) — 131 participants

- [Pubmark, INC.](https://planprovider.pro/companies/pubmark-inc-401k-plan) — 104 participants

- [Digilant, INC.](https://planprovider.pro/companies/digilant-inc-401k-plan) — 88 participants

- [Power Advocate, INC.](https://planprovider.pro/companies/power-advocate-inc-plan-001) — 210 participants

- [Invaluable LLC](https://planprovider.pro/companies/invaluable-llc-plan) — 61 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/energy-services-group-llc-401k-plan)

© 2026 PlanProvider.Pro