Plan Snapshot
- Plan Sponsor: Encore Electric, INC.
- Sponsor EIN: 470903643
- Sponsor Address: 7125 W JEFFERSON AVENUE, LAKEWOOD, CO, 802352306
- Plan Type: 401(k)
- Total Participants: 1,243
- Total Assets: $92.1M
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 | 1,243 | $92.1M | $4.2M | $7.5M |
| 2023 | 1,066 | $75.5M | $3.1M | $6.4M |
| 2022 | 981 | $58.0M | $2.9M | $5.6M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $130,291 | — | $130,291 |
| PRIME CAPITAL INVESTMENT ADVISORS | ADVISOR | $22,500 | — | $22,500 |
| WIPFLI, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- WIPFLI, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $152,791
- Estimated Expense Ratio: 0.166% 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 | $152,791 | $22,500 | $600 | — | — |
| 2023 | $105,900 | $7,500 | $300 | — | — |
| 2022 | $90,206 | — | — | — | — |