Plan Snapshot
- Plan Sponsor: Eis Operating Enterprises, LLC
- Sponsor EIN: 871659595
- Sponsor Address: 1301 SOLANA BLVD, WESTLAKE, TX, 76262
- Plan Type: 401(k)
- Total Participants: 699
- Total Assets: $8.9M
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 | 699 | $8.9M | $500,630 | $1.1M |
| 2023 | 619 | $5.1M | $178,106 | $472,996 |
| 2022 | 494 | $4.1M | $214,075 | $448,908 |
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 |
|---|---|---|---|---|
| CALVETTI FERGUSON | 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 | $1,662,043 | — | $79,342 | — | — |
| 2023 | $790,694 | — | $44,483 | — | — |
| 2022 | $38,030 | $1,455 | — | — | — |