# Enercon, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/enercon-ltd-401k-plan

> Enercon, Ltd.'s 401(k) plan: 146 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Enercon, Ltd.

- **Sponsor EIN:** 362768271

- **Sponsor Address:** 820 DAVIS STREET, SUITE 300, EVANSTON, IL, 602014446

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

- **Total Participants:** 146

- **Total Assets:** $60.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|146|$60.9M|$686,010|$2.0M|

| 2023|142|$52.0M|$762,123|$1.9M|

| 2022|130|$43.6M|$708,828|$1.8M|

## 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|

| CHARLES SCHWAB TRUST BANK|DIRECTED TRUSTEE|—|$47,892|$47,892|

| ALLIANCE PENSION CONSULTANTS, LLC|RECORDKEEPER|$18,276|—|$18,276|

| NATIONAL FINANCIAL PARTNERS|ADVISOR|$16,429|—|$16,429|

| PORTE BROWN LLC|ACCOUNTING|$14,100|—|$14,100|

### Verified Provider Profiles

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

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — DIRECTED TRUSTEE

- [NATIONAL FINANCIAL PARTNERS](https://planprovider.pro/provider/christensen-group-financial-llc) — ADVISOR

- [PORTE BROWN LLC](https://planprovider.pro/provider/porte-brown-llc) — ACCOUNTING

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $96,697

- **Estimated Expense Ratio:** 0.159% 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|$49,020|$16,429|—|$14,100|—|

| 2023|$45,148|$15,000|—|$12,500|—|

| 2022|$46,452|$15,000|—|—|$31,016|

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