# Enerflex INC. 401(k) Plan
Source: https://planprovider.pro/companies/enerflex-inc-401k-plan

> Enerflex INC.'s 401(k) plan: 1,257 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [MELTON & MELTON, L.L.P.](https://planprovider.pro/provider/melton-and-melton-llp) — 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|—|—|—|

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