Plan Snapshot
- Plan Sponsor: Enercon Services INC
- Sponsor EIN: 731176079
- Sponsor Address: 500 TOWNPARK LANE, KENNESAW, GA, 301445870
- Plan Type: 401(k)
- Total Participants: 1,415
- Total Assets: $212.9M
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 | 1,415 | $212.9M | $3.9M | $14.2M |
| 2023 | 1,594 | $198.5M | $4.0M | $14.7M |
| 2022 | 1,483 | $169.2M | $3.3M | $12.3M |
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 |
|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES INC | INVESTMENT ADVISORY | $101,756 | $46 | $101,802 |
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $93,699 | — | $93,699 |
| REGIER CARR & MONROE, LLP, CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES & ASSOCIATES INC — INVESTMENT ADVISORY
- REGIER CARR & MONROE, LLP, CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $195,501
- Estimated Expense Ratio: 0.092% 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 | $195,455 | $101,756 | $93,699 | — | — |
| 2023 | $166,955 | $87,962 | $78,993 | — | — |
| 2022 | $81,678 | $28,663 | $53,015 | — | — |