Plan Snapshot
- Plan Sponsor: Enerfin Resources Company
- Sponsor EIN: 760333013
- Sponsor Address: 1001 SOUTH DAIRY ASHFORD SUITE 220, HOUSTON, TX, 77077
- Plan Type: 401(k)
- Total Participants: 83
- Total Assets: $11.9M
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 | 83 | $11.9M | $246,700 | $657,147 |
| 2023 | 100 | $11.0M | $386,417 | $668,354 |
| 2022 | 99 | $9.4M | $166,664 | $561,841 |
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 |
|---|---|---|---|---|
| EEPB | Auditor | — | — | $0 |
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 | $59,109 | $38,960 | — | — | — |
| 2023 | $58,315 | $40,973 | — | — | — |
| 2022 | $73,376 | $49,217 | $24,159 | — | — |