Plan Snapshot
- Plan Sponsor: Energy Engineering Associates, INC.
- Sponsor EIN: 741904410
- Sponsor Address: 7300 RANCH ROAD, 2222 BLDG. II, AUSTIN, TX, 78730
- Plan Type: DC
- Total Participants: 108
- Total Assets: $22.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 108 | $22.4M | $1.2M | $0 |
| 2023 | 111 | $20.5M | $1.9M | $0 |
| 2022 | 118 | $17.4M | $1.2M | $0 |
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 |
|---|---|---|---|---|
| STAMBAUGH NESS, INC. | Auditor | $24,150 | — | $24,150 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STAMBAUGH NESS, INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,150
- Estimated Expense Ratio: 0.108% 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 | $57,145 | — | — | $24,150 | — |
| 2023 | $45,833 | — | — | $16,800 | — |
| 2022 | $50,275 | — | $27,822 | — | $22,453 |