Plan Snapshot
- Plan Sponsor: Customer Engineering Services
- Sponsor EIN: 200641687
- Sponsor Address: P O BOX 3770, COPPELL, TX, 75019
- Plan Type: 401(k)
- Total Participants: 322
- Total Assets: $24.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 322 | $24.6M | $73,825 | $1.2M |
| 2023 | 378 | $23.7M | $89,456 | $1.4M |
| 2022 | 396 | $21.5M | $91,605 | $1.4M |
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICE | INVESTMENT/FINANCIAL ADVI | $59,380 | — | $59,380 |
| ADP, INC. | RECORD KEEPER | $14,515 | — | $14,515 |
| ARMANINO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES FINANCIAL SERVICE — INVESTMENT/FINANCIAL ADVI
- ADP, INC. — RECORD KEEPER
- ARMANINO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,895
- Estimated Expense Ratio: 0.301% of plan assets
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 | $73,896 | $59,380 | — | — | — |
| 2023 | $66,597 | $56,010 | — | — | — |
| 2022 | $69,905 | — | — | — | — |