Plan Ledger DOL Form 5500 · updated monthly

Energysage, Inc401(k)

ENERGYSAGE 401(K) PLAN · BOSTON, MA · plan year 2025

Reported admin expense ratio · 2025
0.08%

Energysage, Inc reported $5,263 in plan administrative expenses for 2025: 0.08% of average plan assets, lower than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio fell from 0.10% to 0.08%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Massachusetts (2,113th of 2,726), and 8,945th of 11,654 in professional & technical services. In 2025, employees put in $2.31 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,309,772
Participants with balances157
Active participants0
Employer contributions$494,939
Employee contributions$1,140,835
Employer contribution per active participant—
Average account balance$46,559
Benefits paid to participants$1,179,607
Plan auditUnmodified (clean) audit opinion
AuditorFRANK RIMERMAN
Plan history2
Yearassets · accounts · employer contribution
2025$7.3M · 157 accts · $495K emplr
2024$5.4M · 136 accts · $478K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$990
Investment management$4,273
Total administrative$5,263
What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2025$5,263 · 0.08%
2024$4,623 · 0.10%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 451799224 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.