Plan Snapshot
- Plan Sponsor: Engaging Solutions, LLC
- Sponsor EIN: 331109802
- Sponsor Address: 3965 N MERIDIAN ST., INDIANAPOLIS, IN, 46208
- Plan Type: 401(k)
- Total Participants: 72
- Total Assets: $1.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 72 | $1.2M | $86,775 | $207,515 |
| 2023 | 71 | $925,853 | $136,175 | $309,536 |
| 2022 | 170 | $495,186 | $182,989 | $357,943 |
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 |
|---|---|---|---|---|
| TEMPLETON & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TEMPLETON & COMPANY — 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 | $14,374 | $495 | — | — | — |
| 2023 | $14,074 | $346 | $9,410 | — | — |
| 2022 | — | — | — | — | — |