Plan Snapshot
- Plan Sponsor: Energysage, INC
- Sponsor EIN: 451799224
- Sponsor Address: 201 WASHINGTON ST, BOSTON, MA, 02108
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 157
- Total Assets: $7.3M
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. |
|---|---|---|---|---|
| 2025 | 157 | $7.3M | $0 | $0 |
| 2024 | 101 | $5.4M | $478,296 | $1.2M |
| 2023 | 108 | $4.3M | $454,585 | $1.1M |
| 2022 | 99 | $2.4M | $257,672 | $702,847 |
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 |
|---|---|---|---|---|
| FRANK RIMERMAN | 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 |
|---|---|---|---|---|---|
| 2025 | $1,184,870 | $4,273 | — | — | — |
| 2024 | $4,623 | $3,675 | — | — | — |
| 2023 | $437,120 | — | — | — | — |
| 2022 | $60,632 | — | — | — | — |