Plan Snapshot
- Plan Sponsor: Enerflex INC.
- Sponsor EIN: 870444172
- Sponsor Address: 10815 TELGE RD, HOUSTON, TX, 77095
- Plan Type: 401(k)
- Total Participants: 1,257
- Total Assets: $124.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,257 | $124.4M | $5.8M | $10.0M |
| 2023 | 1,211 | $108.9M | $5.3M | $9.1M |
| 2022 | 1,083 | $90.5M | $3.4M | $6.0M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $54,208 | — | $54,208 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $19,326 | — | $19,326 |
| MELTON & MELTON, L.L.P. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- MELTON & MELTON, L.L.P. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,534
- Estimated Expense Ratio: 0.059% 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 | $73,534 | $54,208 | — | — | — |
| 2023 | $72,268 | $46,793 | $1,800 | — | — |
| 2022 | $79,315 | $32,945 | — | — | — |