Plan Snapshot
- Plan Sponsor: Eec Acquisitions, LLC Dba Smart Care Equipment Solutions
- Sponsor EIN: 823154334
- Sponsor Address: 370 WABASHA STREET NORTH, ST. PAUL, MN, 55102
- Plan Type: 401(k)
- Total Participants: 1,906
- Total Assets: $61.1M
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 | 1,906 | $61.1M | $2.5M | $6.0M |
| 2023 | 2,022 | $45.0M | $2.2M | $5.5M |
| 2022 | 1,743 | $36.7M | $1.9M | $4.8M |
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 |
|---|---|---|---|---|
| MERCER INVESTMENTS, LLC | INVESTMENT ADVISOR | $192,839 | — | $192,839 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $69,004 | — | $69,004 |
| CLIFTONLARSONALLEN LLP | Auditor | $13,785 | — | $13,785 |
| CLIFTONLARSONALLEN, LLP | AUDITOR | $12,636 | — | $12,636 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $288,264
- Estimated Expense Ratio: 0.471% 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 | $276,953 | $194,164 | — | $13,785 | — |
| 2023 | $202,915 | $48,205 | — | — | — |
| 2022 | $126,277 | — | $126,277 | — | — |