Plan Snapshot
- Plan Sponsor: 3e Company Environmental, Ecological And Engineering
- Sponsor EIN: 810551631
- Sponsor Address: 3207 GREY HAWK CT, STE 200, CARLSBAD, CA, 920106664
- Plan Type: 401(k)
- Total Participants: 307
- Total Assets: $31.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 307 | $31.0M | $2.4M | $3.6M |
| 2023 | 353 | $23.1M | $2.3M | $3.5M |
| 2022 | 316 | $13.8M | $1.2M | $1.9M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SMITH LEONARD PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SMITH LEONARD PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $18,754 | — | $18,754 | — | — |
| 2023 | $16,410 | — | $16,410 | — | — |
| 2022 | $7,331 | — | $7,331 | — | — |