Plan Snapshot
- Plan Sponsor: Enervise, INC.
- Sponsor EIN: 311144000
- Sponsor Address: 10226 ALLIANCE ROAD, BLUE ASH, OH, 45242
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $8.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 112 | $8.9M | $92,596 | $578,405 |
| 2023 | 111 | $8.1M | $83,173 | $541,239 |
| 2022 | 110 | $7.5M | $68,811 | $423,128 |
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 |
|---|---|---|---|---|
| KATZ SAPPER & MILLER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KATZ SAPPER & MILLER, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $5,198 | — | $5,198 | — | — |
| 2023 | $3,254 | — | $3,254 | — | — |
| 2022 | $2,130 | — | $2,130 | — | — |