Plan Snapshot
- Plan Sponsor: E-Z Excavating, INC.
- Sponsor EIN: 841177135
- Sponsor Address: P.O. BOX 1439, LONGMONT, CO, 80502
- Plan Type: 401(k)
- Total Participants: 110
- Total Assets: $3.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 110 | $3.6M | $0 | $427,483 |
| 2023 | 97 | $3.3M | $250,000 | $374,695 |
| 2022 | 91 | $3.4M | $0 | $386,681 |
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 |
|---|---|---|---|---|
| K FINANCIAL INC. | Auditor | $16,500 | — | $16,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- K FINANCIAL INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,500
- Estimated Expense Ratio: 0.459% 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 | $61,078 | $41,443 | — | $16,500 | — |
| 2023 | $51,271 | $32,939 | — | $15,500 | — |
| 2022 | $62,470 | $43,440 | — | — | $15,500 |