2023 Form 5500 filing — Critical Energy Infrastructure Services, LLC 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250117120253NAL0014806211001) for Critical Energy Infrastructure Services, LLC 401(K) Plan, reported by Critical Energy Infrastructure Services, LLC under EIN 88-3984260 and plan number 001. It reports 285 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250117120253NAL0014806211001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Critical Energy Infrastructure Services, LLC
- EIN
- 88-3984260
- Plan number
- 001
- Location
- Albuquerque, NM
- Participants
- 285
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,821,859
- Net assets (EOY)
- $9,821,859
- Employer contributions
- $423,144
- Participant contributions
- $1,017,198
- Total income / additions
- $3,329,186
- Benefits paid
- $1,419,608
- Administrative expenses
- $24,410
- Total expenses
- $1,458,969
- Net increase / (decrease)
- $1,870,217
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mma Securities LLC | INVESTMENT ADVISOR | $15,288 | $0 |
| Mml Insurance Agency LLC | BROKER/ADVISOR | $0 | $11,236 |
| Nova 401(K) Associates | THIRD PARTY ADMINISTRATOR | $3,500 | $3,870 |
| Empower Annuity Insurance Company | RECORDKEEPER | $5,592 | $0 |