# Enerwise Global Technologies 401(k) Plan
Source: https://planprovider.pro/companies/enerwise-global-technologies-401k-plan

> Enerwise Global Technologies's 401(k) plan: 187 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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