# Ecorp Consulting INC 401(k) Plan
Source: https://planprovider.pro/companies/ecorp-consulting-inc-401k-plan

> Ecorp Consulting INC's 401(k) plan: 155 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ecorp Consulting INC

- **Sponsor EIN:** 680416814

- **Sponsor Address:** 2525 WARREN DR, ROCKLIN, CA, 956772167

- **Plan Type:** 401(k)

- **Total Participants:** 155

- **Total Assets:** $21.4M

## 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|155|$21.4M|$287,766|$1.2M|

| 2023|154|$19.0M|$218,409|$1.2M|

| 2022|148|$15.4M|$0|$1.1M|

## 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|

| CETERA INVESTMENT ADVISERS LLC|ADVISOR|$38,376|—|$38,376|

| PAYCHEX, INC.|RECORDKEEPER|$7,479|—|$7,479|

| MICHAEL SHIMIZU, CPA|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PAYCHEX, INC.](https://planprovider.pro/provider/paychex) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $45,855

- **Estimated Expense Ratio:** 0.214% 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|$46,455|$38,376|$7,219|—|—|

| 2023|$34,053|$32,023|$1,170|—|—|

| 2022|$32,593|$30,788|$1,805|—|—|

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