Plan Snapshot
- Plan Sponsor: Engeo Incorporated
- Sponsor EIN: 941748418
- Sponsor Address: 2633 CAMINO RAMON, SAN RAMON, CA, 94583
- Plan Type: DC
- Total Participants: 205
- Total Assets: $75.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 205 | $75.3M | $5.2M | $0 |
| 2023 | 218 | $68.1M | $5.1M | $0 |
| 2022 | 238 | $63.0M | $5.1M | $0 |
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 |
|---|---|---|---|---|
| MCKONLY & ASBURY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCKONLY & ASBURY, LLP — 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 | $49,504 | $45,504 | — | — | — |
| 2023 | $45,426 | $41,326 | $4,100 | — | — |
| 2022 | $44,019 | $41,769 | $2,250 | — | — |