Plan Snapshot
- Plan Sponsor: E4 Services, LLC
- Sponsor EIN: 753171575
- Sponsor Address: 96 COMMERCE DRIVE, WYOMISSING, PA, 19610
- Plan Type: 401(k)
- Total Participants: 491
- Total Assets: $19.6M
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 | 491 | $19.6M | $696,087 | $1.2M |
| 2023 | 551 | $16.9M | $574,308 | $1.2M |
| 2022 | 300 | $10.6M | $357,441 | $728,812 |
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 |
|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | INVESTMENT ADVISOR | $42,678 | — | $42,678 |
| FUTUREPLAN BY ASCENSUS | CONTRACT ADMINISTRATOR | $11,343 | — | $11,343 |
| CAPITAL GROUP RETIREMENT PLAN SVCS | RECORDKEEPER | $6,762 | — | $6,762 |
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,783
- Estimated Expense Ratio: 0.310% 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 | $52,305 | — | $52,305 | — | — |
| 2023 | $43,203 | — | $43,203 | — | — |
| 2022 | $79 | — | — | — | — |