Plan Snapshot
- Plan Sponsor: Eddyfi Corp
- Sponsor EIN: 463890132
- Sponsor Address: 812 WEST 13TH STREET, DEER PARK, TX, 77536
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $675,692 | $1.6M |
| 2023 | 240 | $11.1M | $779,496 | $1.9M |
| 2022 | 169 | $4.7M | $664,144 | $1.7M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | RECORD KEEPER | $102,562 | — | $102,562 |
| BKS RETIREMENT SERVICES | SERVICE PROVIDER | — | $57,556 | $57,556 |
| HARPER & PEARSON COMPANY,P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HARPER & PEARSON COMPANY,P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $160,118
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 | $67,061 | $5,123 | $60,938 | — | — |
| 2023 | $53,403 | $4,253 | $48,650 | — | — |
| 2022 | — | — | — | — | — |