Plan Snapshot
- Plan Sponsor: Ebsco Industries, INC.
- Sponsor EIN: 636014186
- Sponsor Address: PO BOX 1943, BIRMINGHAM, AL, 352011943
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 3,390
- Total Assets: $736.3M
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 | 3,390 | $736.3M | $27.5M | $26.8M |
| 2023 | 3,521 | $648.1M | $24.8M | $29.6M |
| 2022 | 3,538 | $553.7M | $30.0M | $27.4M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $235,806 | — | $235,806 |
| CAPFINANCIAL PARTNERS,LL | Investment Advisor | $37,484 | — | $37,484 |
| MANAGEMENT PLANNING | Other Service Provider | $13,940 | — | $13,940 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $287,230
- Estimated Expense Ratio: 0.039% 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 | $287,230 | $51,470 | $235,760 | — | — |
| 2023 | $294,270 | $53,382 | $240,215 | — | — |
| 2022 | $303,250 | $74,573 | $216,499 | — | $12,178 |