Energy Management Professionals 401(k) match, vesting and fees
What Energy Management Professionals' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Hightower Advisors, LLC | Schedule C ↗ |
| Independent auditor | Gray Gray & Gray (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 3,141 defined-contribution plans in retail trade with 100 to 499 participants.
| Energy Management Professionals: employer contribution per participant | $1,621 | |
| Peer median | $1,216 |
| Energy Management Professionals: average balance | $57,530 | |
| Peer median | $50,590 |
| Energy Management Professionals: admin expenses ÷ assets | 0.34% | |
| Peer median | 0.43% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $8.8M at the end of plan year 2021 to $10.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 196 | $10.4M | $292K | $1,621 | 0.34% | Not published | Form 5500 ↗ |
| 2023 | 255 | $8.8M | $276K | $1,165 | 0.29% | Not published | Form 5500 ↗ |
| 2022 | 258 | $7.2M | $286K | $1,222 | 0.29% | Not published | Form 5500 ↗ |
| 2021 | 198 | $8.8M | $383K | $1,964 | 0.26% | Not published | Form 5500 ↗ |
Common questions
Does Energy Management Professionals match 401(k) contributions?
The match terms for the Energy Management Professionals LLC 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $292K in employer contributions, about $1,621 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Energy Management Professionals 401(k) match vested?
The vesting schedule for the Energy Management Professionals LLC 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Energy Management Professionals 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Hightower Advisors, LLC. The plan administrator is Energy Management Professionals.
I left Energy Management Professionals. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Energy Management Professionals, (203) 988-9805) or the recordkeeper, Hightower Advisors, LLC. The Energy Management Professionals old 401(k) page lists the contacts from every plan filing. Find an old Energy Management Professionals 401(k)
Data from the public Form 5500 annual reports Energy Management Professionals filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Energy Management Professionals. Not financial advice. Report a correction · Methodology