# Eec Acquisitions, LLC Dba Smart Care Equipment Solutions 401(k) Plan
Source: https://planprovider.pro/companies/eec-acquisitions-llc-dba-smart-care-equipment-solutions-401k-plan

> Eec Acquisitions, LLC Dba Smart Care Equipment Solutions's 401(k) plan: 1,906 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/eec-acquisitions-llc-dba-smart-care-equipment-solutions-401k-plan)

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