Plan Snapshot
- Plan Sponsor: E2open, LLC
- Sponsor EIN: 943366487
- Sponsor Address: 14135 MIDWAY RD, ADDISON, TX, 75001
- Plan Type: 401(k)
- Total Participants: 1,103
- Total Assets: $189.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,103 | $189.5M | $3.7M | $12.0M |
| 2023 | 1,079 | $157.5M | $3.9M | $12.7M |
| 2022 | 1,234 | $119.1M | $3.5M | $12.4M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $41,852 | — | $41,852 |
| GALLAGHER BENEFIT SERVICES, INC. | CONSULTANT | $8,000 | — | $8,000 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- GALLAGHER BENEFIT SERVICES, INC. — CONSULTANT
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,852
- Estimated Expense Ratio: 0.026% 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 | $31,995 | $41,852 | $1,200 | — | — |
| 2023 | $71,583 | $53,777 | — | — | — |
| 2022 | $67,341 | $33,545 | — | — | — |