Plan Snapshot
- Plan Sponsor: Engendren, LLC Dba Iea, LLC
- Sponsor EIN: 455005511
- Sponsor Address: 9625 55TH ST, KENOSHA, WI, 53144
- Plan Type: 401(k)
- Total Participants: 215
- Total Assets: $7.5M
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 | 215 | $7.5M | $334,057 | $907,237 |
| 2023 | 158 | $6.9M | $222,727 | $670,064 |
| 2022 | 127 | $5.9M | $203,880 | $587,907 |
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 |
|---|---|---|---|---|
| VRAKAS S.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VRAKAS S.C. — 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 | $64,160 | — | $39,085 | — | — |
| 2023 | $58,148 | — | $35,089 | — | — |
| 2022 | $50,272 | $21,709 | $28,563 | — | — |