Plan Snapshot
- Plan Sponsor: Enermech Mechanical Services, INC.
- Sponsor EIN: 455075886
- Sponsor Address: 14000 WEST RD., HOUSTON, TX, 77041
- Plan Type: 401(k)
- Total Participants: 189
- Total Assets: $12.8M
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 | 189 | $12.8M | $558,017 | $1.3M |
| 2023 | 211 | $11.1M | $553,799 | $1.2M |
| 2022 | 236 | $8.9M | $511,863 | $1.1M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $56,049 | — | $56,049 |
| GLOBAL RETIREMENT PARTNERS LLC | ADVISOR | $17,500 | — | $17,500 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $10,690 | — | $10,690 |
| CALVETTI FERGUSON, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- GLOBAL RETIREMENT PARTNERS LLC — ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $84,239
- Estimated Expense Ratio: 0.658% 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 | $84,239 | $28,190 | — | — | — |
| 2023 | $75,370 | $25,118 | — | — | — |
| 2022 | $75,073 | $6,479 | — | — | — |