Plan Snapshot
- Plan Sponsor: Earth Resources Technology, LLC
- Sponsor EIN: 521849801
- Sponsor Address: 6404 IVY LANE, SUITE 650, GREENBELT, MD, 20770
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 878
- Total Assets: $74.8M
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. |
|---|---|---|---|---|
| 2025 | 878 | $74.8M | $0 | $0 |
| 2024 | 538 | $61.6M | $1.6M | $5.6M |
| 2023 | 530 | $50.9M | $1.4M | $4.7M |
| 2022 | 449 | $39.8M | $1.1M | $3.7M |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $57,656 | — | $57,656 |
| COMMONWEALTH EQUITY SERVICES, INC. | Investment Advisor | $57,352 | — | $57,352 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $115,008
- Estimated Expense Ratio: 0.154% 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 |
|---|---|---|---|---|---|
| 2025 | $6,142,179 | $57,352 | — | — | — |
| 2024 | $126,774 | $62,031 | — | — | — |
| 2023 | $114,396 | $48,740 | — | — | — |
| 2022 | $111,444 | — | — | — | — |