Department of Labor filing

ENERGY INSPECTION SERVICES, LLC

ENERGY INSPECTION SERVICES 401(K) RETIREMENT PLAN · For the plan year ended Dec 31, 2022

Public filing 2022 · received Sep 14, 2023Verified current terms Not available

Plan at a glance

How good does the filing look?

34filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$1,435

Reported employer contributions per active participant.

Higher than about 29% of comparable plans

#People in the filing

146

Active participants reported for 2022.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$153 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 45% of comparable plans

↗Investment performance

Not available

Plan assets changed 6.5%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202234out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions29th percentileTypical peer $2,494 · based on 6,040 comparable plans

Lower reported administrative expense45th percentileTypical peer $134 · based on 6,370 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2022, ENERGY INSPECTION SERVICES, LLC reported $209,441 in employer contributions across the plan and 146 active participants. That works out to $1,435 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy88%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 0.0%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 0.0%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context34/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $209,441
Participant contributions: $356,437
Other contributions: $126,031
Employer share of reported contributions: 37.0%
Beginning assets: $2,137,400
Ending assets: $2,276,130
Ending net assets: $2,276,130
Ending liabilities: $0
Total income: $329,661
Total expenses: $190,931
Administrative expenses: $24,678
Participant loans: Not reported

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,435

Plan-paid administrative expenses per participant

2022

$153

Active participants

2022

146

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2022	$1,435	146	2.3M	20230914131001NAL0023145185001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: Not stated in the filing
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 460812391-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2018
Industry: Professional, scientific, and technical services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E2F2G2T2J2K3D3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
ALLIANCE BERNSTEIN, LP	2022	Not reported	unknown
ARGA/EDINBURGH/LAZARD ASSET MNG LLC	2022	Not reported	unknown
BLACK ROCK ADVISORS, LLC	2022	Not reported	unknown
CAPITAL RESEARCH & MANAGEMENT CO.	2022	Not reported	unknown
CHARLES SCHWAB INVESTMENT MNG	2022	Not reported	unknown
COHEN & STEERS CAPITAL MANAGEMENT	2022	Not reported	unknown
FIDELITY MANAGEMENT & RESEARCH CO	2022	Not reported	unknown
GOLDMAN SACHS ASSET MNG LP	2022	Not reported	unknown
J.P. MORGAN FUNDS SERVICES	2022	Not reported	unknown
JOHN HANCOCK INVESTMENT MNG	2022	Not reported	unknown
JP MORGAN INVESTMENT MANAGEMENT	2022	Not reported	unknown
MASSACHUSETTS FINANCIAL SERVICES	2022	Not reported	unknown
NORTHERN FUNDS	2022	Not reported	unknown
PRINCIPAL MANAGEMENT CORP	2022	Not reported	unknown
VANGUARD GROUP, INC.	2022	Not reported	unknown
VICTORY CAPITAL MANAGEMENT INC.	2022	Not reported	unknown

Current plan terms

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Filing ACK_ID20230914131001NAL0023145185001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗