# Engeo Incorporated DC Plan
Source: https://planprovider.pro/companies/engeo-incorporated-plan-003

> Engeo Incorporated's DC plan: 205 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| CAPFINANCIAL PARTNERS LLC|BROKER|$45,504|—|$45,504|

| MCKONLY & ASBURY, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MCKONLY & ASBURY, LLP](https://planprovider.pro/provider/mckonly-and-asbury-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $45,504

- **Estimated Expense Ratio:** 0.060% 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|$49,504|$45,504|—|—|—|

| 2023|$45,426|$41,326|$4,100|—|—|

| 2022|$44,019|$41,769|$2,250|—|—|

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/engeo-incorporated-plan-003)

© 2026 PlanProvider.Pro