Plan Snapshot
- Plan Sponsor: Enesco, LLC
- Sponsor EIN: 331150546
- Sponsor Address: 225 WINDSOR DRIVE, ITASCA, IL, 601431225
- Plan Type: 401(k)
- Total Participants: 155
- Total Assets: $51.0M
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 | 155 | $51.0M | $0 | $1.2M |
| 2023 | 148 | $50.5M | $283,646 | $1.2M |
| 2022 | 626 | $50.0M | $266,424 | $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 |
|---|---|---|---|---|
| CLARK, SCHAEFER, HACKETT & CO. | Auditor | $10,000 | — | $10,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,000
- Estimated Expense Ratio: 0.020% 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 | $148,708 | $54,445 | $1,200 | $10,000 | — |
| 2023 | $181,423 | $55,690 | — | — | — |
| 2022 | $164,284 | $4,019 | — | — | — |