# E Source Companies, LLC 401(k) Plan
Source: https://planprovider.pro/companies/e-source-companies-llc-401k-plan

> E Source Companies, LLC's 401(k) plan: 308 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** E Source Companies, LLC

- **Sponsor EIN:** 204402870

- **Sponsor Address:** 3020 CARBON PLACE #300, BOULDER, CO, 803016169

- **Plan Type:** 401(k)

- **Total Participants:** 308

- **Total Assets:** $25.0M

## 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|308|$25.0M|$1.2M|$3.4M|

| 2023|294|$19.1M|$791,305|$2.3M|

| 2022|233|$15.2M|$683,407|$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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$91,452|—|$91,452|

| KESTRA ADVISORY SERVICES, LLC|INVESTMENT ADVISORY|—|$47,435|$47,435|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KESTRA ADVISORY SERVICES, LLC](https://planprovider.pro/provider/sentinel-group) — INVESTMENT ADVISORY

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $138,887

- **Estimated Expense Ratio:** 0.555% 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|$91,452|—|$91,452|—|—|

| 2023|$61,682|—|$61,682|—|—|

| 2022|$56,387|$1,387|$55,000|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/e-source-companies-llc-401k-plan)

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