# Encino Energy, LLC 401(k) Plan
Source: https://planprovider.pro/companies/encino-energy-llc-401k-plan

> Encino Energy, LLC's 401(k) plan: 270 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Encino Energy, LLC

- **Sponsor EIN:** 453116892

- **Sponsor Address:** 5847 SAN FELIPE ST. #400, HOUSTON, TX, 77057

- **Plan Type:** 401(k)

- **Total Participants:** 270

- **Total Assets:** $52.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|270|$52.7M|$3.3M|$3.8M|

| 2023|256|$42.9M|$3.2M|$3.6M|

| 2022|251|$31.7M|$2.9M|$3.4M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$25,609|—|$25,609|

| WEAVER AND TIDWELL, LLP|ACCOUNTANT/AUDITOR|$11,160|—|$11,160|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [WEAVER AND TIDWELL, LLP](https://planprovider.pro/provider/weaver-and-tidwell-llp) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $36,769

- **Estimated Expense Ratio:** 0.070% 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|$27,706|$25,609|—|$11,160|—|

| 2023|$17,492|$20,424|—|—|—|

| 2022|$18,238|$20,326|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/encino-energy-llc-401k-plan)

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