Plan Snapshot
- Plan Sponsor: Enerwise Global Technologies
- Sponsor EIN: 233073713
- Sponsor Address: 1001 FLEET STREET, BALTIMORE, MD, 21202
- Plan Type: 401(k)
- Total Participants: 187
- Total Assets: $35.6M
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 | 187 | $35.6M | $887,530 | $2.9M |
| 2023 | 171 | $31.8M | $801,695 | $2.6M |
| 2022 | 170 | $26.5M | $804,160 | $2.3M |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN | Auditor | $11,000 | — | $11,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,000
- Estimated Expense Ratio: 0.031% 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 | $80,876 | $41,127 | — | $11,000 | — |
| 2023 | $72,425 | $33,789 | — | $10,600 | — |
| 2022 | $64,579 | — | — | — | — |