Plan Snapshot
- Plan Sponsor: Eco-Energy, LLC
- Sponsor EIN: 621722312
- Sponsor Address: 6100 TOWER CIRCLE, SUITE 500, FRANKLIN, TN, 37067
- Plan Type: 401(k)
- Total Participants: 239
- Total Assets: $19.5M
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 | 239 | $19.5M | $798,167 | $2.0M |
| 2023 | 224 | $15.0M | $735,467 | $1.8M |
| 2022 | 197 | $10.9M | $649,118 | $1.5M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | Recordkeeper | $52,872 | — | $52,872 |
| JANNEY MONTGOMERY SCOTT LLC | Investment Advisor | $27,841 | — | $27,841 |
| ACCESS RETIREMENT SERVICES, LLC | Recordkeeper | $10,980 | — | $10,980 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JANNEY MONTGOMERY SCOTT LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $91,693
- Estimated Expense Ratio: 0.469% 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 | $93,833 | $38,821 | $55,012 | — | — |
| 2023 | $72,992 | $33,776 | $39,216 | — | — |
| 2022 | $65,065 | $31,592 | $33,473 | — | — |