Plan Snapshot
- Plan Sponsor: Egr Incorporated
- Sponsor EIN: 980137281
- Sponsor Address: 4000 EAST GREYSTONE DRIVE, ONTARIO, CA, 91761
- Plan Type: 401(k)
- Total Participants: 61
- Total Assets: $2.4M
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 | 61 | $2.4M | $194,862 | $122,752 |
| 2023 | 59 | $2.0M | $172,005 | $88,678 |
| 2022 | 61 | $1.8M | $170,741 | $78,765 |
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 |
|---|---|---|---|---|
| WALTERS & ASSOCIATES, CPAS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $21,348 | $692 | $14,217 | — | — |
| 2023 | $11,099 | $7,403 | — | — | — |
| 2022 | $10,829 | $10,829 | — | — | — |