Flywheel Energy Management 401(k) match, vesting and fees
What Flywheel Energy Management's 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Eide Bailly (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 289 defined-contribution plans in utilities with 100 to 499 participants.
| Flywheel Energy Management: employer contribution per participant | $5,587 | |
| Peer median | $3,629 |
| Flywheel Energy Management: average balance | $104,929 | |
| Peer median | $86,045 |
| Flywheel Energy Management: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.26% |
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 $18.3M at the end of plan year 2021 to $31M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 353 | $31M | $1.6M | $5,587 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 333 | $24.5M | $1.7M | $5,791 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 358 | $17.8M | $1.6M | $5,491 | 0.07% | Not published | Form 5500 ↗ |
| 2021 | 323 | $18.3M | $1.7M | $5,726 | 0.03% | Not published | Form 5500 ↗ |
Common questions
Does Flywheel Energy Management match 401(k) contributions?
The match terms for the Flywheel Energy Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $1.6M in employer contributions, about $5,587 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Flywheel Energy Management 401(k) match vested?
The vesting schedule for the Flywheel Energy Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Flywheel Energy Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Flywheel Energy Management, LLC.
I left Flywheel Energy Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Flywheel Energy Management, LLC, (405) 702-6991) or the recordkeeper, Fidelity Investments Institutional. The Flywheel Energy Management old 401(k) page lists the contacts from every plan filing. Find an old Flywheel Energy Management 401(k)
Data from the public Form 5500 annual reports Flywheel Energy Management 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 Flywheel Energy Management. Not financial advice. Report a correction · Methodology