Plan Snapshot
- Plan Sponsor: Eki Environment & Water, INC.
- Sponsor EIN: 943087395
- Sponsor Address: 2001 JUNIPERO SERRA BOULEVARD, DALY CITY, CA, 94014
- Plan Type: DC
- Total Participants: 115
- Total Assets: $8.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 115 | $8.1M | $280,000 | $0 |
| 2023 | 105 | $8.2M | $162,834 | $0 |
| 2022 | 98 | $7.8M | $150,000 | $0 |
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 |
|---|---|---|---|---|
| PRUDENT FIDUCIARY SERVICES, LLC | NONE | $14,019 | — | $14,019 |
| TRANSITION FINANCIAL STRATEGIES LLC | NONE | $13,431 | — | $13,431 |
| NEWPORT VALUATIONS, INC. | NONE | $10,037 | — | $10,037 |
| WITHUM SMITH AND BROWN | NONE | $8,929 | — | $8,929 |
| WITHUM, SMITH AND BROWN, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUM, SMITH AND BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,416
- Estimated Expense Ratio: 0.571% 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 | $47,796 | — | $22,360 | — | — |
| 2023 | $47,400 | — | $21,439 | — | — |
| 2022 | $19,482 | — | — | — | — |