Critical Energy Infrastructure Services, LLC 401(K) Plan — Form 5500 plan (Critical Energy Infrastructure Services, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Critical Energy Infrastructure Services, LLC 401(K) Plan is a benefit plan reported by Critical Energy Infrastructure Services, LLC under EIN 88-3984260 and plan number 001. The latest loaded filing year is 2023. The filing reports 285 participants and $9,821,859 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Critical Energy Infrastructure Services, LLC
EIN
88-3984260
Plan number
001
Plan type
2
Location
Albuquerque, NM
Latest filing year
2023
Participants
285
End-of-year plan assets
$9,821,859

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023285H, C20250117120253NAL0014806211001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,821,859
Net assets (EOY)
$9,821,859
Net assets (BOY)
$7,129,295

Income & contributions

Employer contributions
$423,144
Participant contributions
$1,017,198
Total contributions
$1,542,718
Total income / additions
$3,329,186

Expenses & distributions

Benefits paid
$1,419,608
Administrative expenses
$24,410
Total expenses
$1,458,969
Net increase / (decrease)
$1,870,217

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mma Securities LLCINVESTMENT ADVISOR$15,288$02023
Mml Insurance Agency LLCBROKER/ADVISOR$0$11,2362023
Nova 401(K) AssociatesTHIRD PARTY ADMINISTRATOR$3,500$3,8702023
Empower Annuity Insurance CompanyRECORDKEEPER$5,592$02023

Related Form 5500 pages