Plan Snapshot
- Plan Sponsor: Engie Holdings INC.
- Sponsor EIN: 470977302
- Sponsor Address: 1990 POST OAK BOULEVARD, HOUSTON, TX, 77056
- Plan Type: 401(k)
- Total Participants: 3,304
- Total Assets: $560.3M
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 | 3,304 | $560.3M | $15.5M | $31.1M |
| 2023 | 3,143 | $488.3M | $13.5M | $27.5M |
| 2022 | 3,236 | $405.3M | $12.0M | $24.5M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $184,601 | — | $184,601 |
| BUCK GLOBAL LLC | INVESTMENT ADVISOR | $87,831 | — | $87,831 |
| MCCONNELL & JONES LLP | AUDITOR | $22,575 | — | $22,575 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCCONNELL & JONES LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $295,007
- Estimated Expense Ratio: 0.053% 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 | $295,908 | $88,732 | — | $22,575 | — |
| 2023 | $287,136 | $94,392 | — | $39,700 | — |
| 2022 | $245,193 | $82,874 | $155,519 | — | $6,500 |