Plan Snapshot
- Plan Sponsor: Encore Enterprises, INC.
- Sponsor EIN: 640915741
- Sponsor Address: 16980 DALLAS PARKWAY SUITE 200, DALLAS, TX, 75248
- Plan Type: 401(k)
- Total Participants: 1,716
- Total Assets: $8.0M
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 | 1,716 | $8.0M | $208,296 | $1.7M |
| 2023 | 429 | $5.6M | $0 | $1.2M |
| 2022 | 405 | $3.9M | $0 | $1.1M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $28,548 | — | $28,548 |
| PRINCIPAL SECURITIES INC | OTHER SERVICES | — | $20,348 | $20,348 |
| KNAV CPA LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KNAV CPA LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,896
- Estimated Expense Ratio: 0.612% 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 | $28,548 | — | $28,548 | — | — |
| 2023 | $20,691 | — | $20,691 | — | — |
| 2022 | $15,004 | — | $15,004 | — | — |