# Eki Environment & Water, INC. DC Plan
Source: https://planprovider.pro/companies/eki-environment-water-inc-plan

> Eki Environment & Water, INC.'s DC plan: 115 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

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