Plan Snapshot
- Plan Sponsor: E Entities, LLC
- Sponsor EIN: 815281899
- Sponsor Address: 1290 SANDHILL RD, OREM, UT, 84058
- Plan Type: 401(k)
- Total Participants: 263
- Total Assets: $1.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 263 | $1.1M | $18,419 | $274,650 |
| 2023 | 292 | $907,391 | $38,203 | $340,393 |
| 2022 | 318 | $502,081 | $44,701 | $266,054 |
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 |
|---|---|---|---|---|
| BERGANKDV, LTD. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BERGANKDV, LTD. — 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 | $20,964 | $4,653 | $5,040 | — | — |
| 2023 | $12,860 | — | $10,264 | — | — |
| 2022 | $4,751 | $365 | $4,386 | — | — |