Plan Snapshot
- Plan Sponsor: Employee-Owned Companies, INC. Dba E-O-C, INC.
- Sponsor EIN: 812641950
- Sponsor Address: 3025 NORTH STATE HIGHWAY 161, IRVING, TX, 750622137
- Plan Type: DC
- Plan Number: 002
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 305 | $10.2M | $0 | $0 |
| 2023 | 305 | $9.8M | $0 | $0 |
| 2022 | 305 | $69.0M | $0 | $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 |
|---|---|---|---|---|
| BDO USA, LLP | 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 |
|---|---|---|---|---|---|
| 2025 | $10,307,264 | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | $1,751 | — | — | — | — |
| 2022 | $1,275 | — | — | — | $1,275 |