Plan Snapshot
- Plan Sponsor: E-Technologies Group, INC.
- Sponsor EIN: 823992461
- Sponsor Address: 8614 JACQUEMIN DRIVE, WEST CHESTER, OH, 45069
- Plan Type: 401(k)
- Total Participants: 574
- Total Assets: $79.3M
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 | 574 | $79.3M | $1.9M | $5.4M |
| 2023 | 454 | $69.6M | $1.5M | $4.5M |
| 2022 | 444 | $54.6M | $1.3M | $4.0M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $91,992 | — | $91,992 |
| MMA SECURITIES LLC | INVESTMENT ADVISOR | $40,000 | — | $40,000 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $19,916 | — | $19,916 |
| FRAZIER & DEETER, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FRAZIER & DEETER, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $151,908
- Estimated Expense Ratio: 0.192% 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 | $141,439 | $59,916 | — | — | — |
| 2023 | $114,607 | $49,681 | — | — | — |
| 2022 | $115,356 | — | $115,356 | — | — |