Plan Snapshot
- Plan Sponsor: Electronic Power Design INC
- Sponsor EIN: 760255825
- Sponsor Address: 15200 NORTH FWY, HOUSTON, TX, 770906306
- Plan Type: 401(k)
- Total Participants: 252
- Total Assets: $6.9M
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 | 252 | $6.9M | $372,388 | $715,078 |
| 2023 | 196 | $5.2M | $269,880 | $549,169 |
| 2022 | 111 | $3.9M | $177,785 | $363,591 |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | RECORDKEEPER | $10,032 | — | $10,032 |
| BOK FINANCIAL | ADVISOR | $8,830 | — | $8,830 |
| ABIP, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — RECORDKEEPER
- ABIP, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,862
- Estimated Expense Ratio: 0.274% 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 | $19,923 | $10,543 | $8,520 | — | — |
| 2023 | $30,062 | $21,505 | $8,557 | — | — |
| 2022 | $27,172 | $19,282 | $7,890 | — | — |