Plan Snapshot
- Plan Sponsor: Energage, LLC
- Sponsor EIN: 208156907
- Sponsor Address: 397 EAGLEVIEW BLVD #200, EXTON, PA, 19341
- Plan Type: 401(k)
- Total Participants: 136
- Total Assets: $10.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 136 | $10.9M | $606,757 | $1.2M |
| 2023 | 144 | $9.0M | $575,132 | $1.1M |
| 2022 | 139 | $6.6M | $652,447 | $951,135 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | $16,065 | — | $16,065 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,065
- Estimated Expense Ratio: 0.147% 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 | $84,824 | $31,944 | — | $16,065 | — |
| 2023 | $67,140 | $24,433 | — | — | — |
| 2022 | $45,690 | — | — | — | — |