Plan Snapshot
- Plan Sponsor: Enerfab, INC.
- Sponsor EIN: 310217488
- Sponsor Address: 4955 SPRING GROVE AVENUE, CINCINNATI, OH, 45232
- Plan Type: 401(k)
- Total Participants: 554
- Total Assets: $56.7M
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 | 554 | $56.7M | $1.5M | $3.5M |
| 2023 | 518 | $49.7M | $1.3M | $3.2M |
| 2022 | 561 | $42.8M | $1.2M | $2.9M |
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 |
|---|---|---|---|---|
| PCS RETIREMENT, LLC | CONTRACT ADMINISTRATOR | $110,514 | — | $110,514 |
| BRINKER CAPITAL, INC. | INVESTMENT MANAGEMENT | $88,369 | — | $88,369 |
| BARNES DENNIG | AUDITOR | $16,609 | — | $16,609 |
| BARNES DENNIG & COMPANY LTD | Auditor | $16,609 | — | $16,609 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PCS RETIREMENT, LLC — CONTRACT ADMINISTRATOR
- BARNES DENNIG & COMPANY LTD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $232,101
- Estimated Expense Ratio: 0.409% 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 | $215,491 | $88,368 | $110,514 | $16,609 | — |
| 2023 | $208,129 | $78,806 | $118,323 | — | — |
| 2022 | $186,521 | $43,019 | $143,502 | — | — |