Plan Snapshot
- Plan Sponsor: Enercon Industries, INC.
- Sponsor EIN: 391210023
- Sponsor Address: N120 W19349 FREISTADT RD, GERMANTOWN, WI, 530220874
- Plan Type: 401(k)
- Total Participants: 138
- Total Assets: $26.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 138 | $26.1M | $600,000 | $1.1M |
| 2023 | 124 | $23.6M | $585,000 | $1.1M |
| 2022 | 123 | $21.3M | $795,375 | $973,745 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
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 |
|---|---|---|---|---|---|
| 2024 | $47,641 | $7,187 | — | — | — |
| 2023 | $37,450 | $3,498 | — | — | — |
| 2022 | $44,762 | — | — | — | $44,762 |