# Engage2excel INC. 401(k) Plan
Source: https://planprovider.pro/companies/engage2excel-inc-401k-plan

> Engage2excel INC.'s 401(k) plan: 239 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Engage2excel INC.

- **Sponsor EIN:** 561293970

- **Sponsor Address:** P.O. BOX 1843, STATESVILLE, NC, 28687

- **Plan Type:** 401(k)

- **Total Participants:** 239

- **Total Assets:** $51.7M

## 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|239|$51.7M|$525,731|$1.6M|

| 2023|302|$45.2M|$586,082|$1.9M|

| 2022|372|$36.9M|$560,372|$1.8M|

## 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|

| THE VANGUARD GROUP, INC.|NONE|$26,315|—|$26,315|

| DAVIDSON,HOLLAND,WHITESELL & CO PLL|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $26,315

- **Estimated Expense Ratio:** 0.051% 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|$25,992|—|—|—|—|

| 2023|$32,940|—|—|—|—|

| 2022|$41,567|—|—|—|—|

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