Plan Snapshot
- Plan Sponsor: Eci Software Solutions, INC.
- Sponsor EIN: 522173853
- Sponsor Address: 4400 ALLIANCE GATEWAY FWY, STE 154, FORT WORTH, TX, 76177
- Plan Type: 401(k)
- Total Participants: 1,065
- Total Assets: $111.4M
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 | 1,065 | $111.4M | $2.9M | $9.6M |
| 2023 | 1,072 | $100.2M | $2.7M | $8.9M |
| 2022 | 1,113 | $81.1M | $2.6M | $8.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $101,626 | — | $101,626 |
| LPL FINANCIAL LLC | Investment Advisor | $35,000 | — | $35,000 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $22,264 | — | $22,264 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- LPL FINANCIAL LLC — Investment Advisor
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $158,890
- Estimated Expense Ratio: 0.143% 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 | $158,890 | $57,264 | — | — | — |
| 2023 | $139,667 | $52,026 | — | — | — |
| 2022 | $141,313 | $11,506 | — | — | — |