# Energy Recovery, INC. 401(k) Plan
Source: https://planprovider.pro/companies/energy-recovery-inc-401k-plan

> Energy Recovery, INC.'s 401(k) plan: 224 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Energy Recovery, INC.

- **Sponsor EIN:** 010616867

- **Sponsor Address:** 1717 DOOLITTLE DRIVE, SAN LEANDRO, CA, 94577

- **Plan Type:** 401(k)

- **Total Participants:** 224

- **Total Assets:** $28.2M

## 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|224|$28.2M|$760,327|$2.6M|

| 2023|237|$22.8M|$647,608|$2.4M|

| 2022|229|$16.8M|$612,204|$2.1M|

## 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|

| WORLD INVESTMENT ADVISORS LLC|INVESTMENT ADVISOR|$40,000|—|$40,000|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$39,838|—|$39,838|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$38,257|—|$38,257|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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:** $118,095

- **Estimated Expense Ratio:** 0.419% 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|$118,095|$78,257|—|—|—|

| 2023|$93,910|$73,998|—|—|—|

| 2022|$84,889|$69,153|$15,736|—|—|

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