# Engelberth Construction, INC. 401(k) Plan
Source: https://planprovider.pro/companies/engelberth-construction-inc-401k-plan

> Engelberth Construction, INC.'s 401(k) plan: 113 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Engelberth Construction, INC.

- **Sponsor EIN:** 030228437

- **Sponsor Address:** 150 WATER TOWER CIRCLE, COLCHESTER, VT, 05446

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

- **Total Participants:** 113

- **Total Assets:** $31.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|113|$31.8M|$406,021|$1.3M|

| 2023|108|$29.4M|$397,500|$1.2M|

| 2022|114|$28.5M|$397,324|$1.2M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$198,608|—|$198,608|

| RAYMOND JAMES & ASSOCIATES, INC|INVESTMENT ADVISORY|—|$59,095|$59,095|

| FUTURE PLANNING ASSOCIATES, INC|OTHER SERVICES|—|$13,236|$13,236|

| GALLAGHER FLYNN & CO LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [RAYMOND JAMES & ASSOCIATES, INC](https://planprovider.pro/provider/john-hancock) — INVESTMENT ADVISORY

- [GALLAGHER FLYNN & CO LLP](https://planprovider.pro/provider/gallagher-flynn-and-co-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $270,939

- **Estimated Expense Ratio:** 0.851% 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|$198,608|—|$198,608|—|—|

| 2023|$115,133|—|$115,133|—|—|

| 2022|$121,733|—|$121,733|—|—|

## Similar Plans

- [PC Construction Company](https://planprovider.pro/companies/pc-construction-company-401k-plan) — 472 participants

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