# Engineered Air Balance Co., INC. 401(k) Plan
Source: https://planprovider.pro/companies/engineered-air-balance-co-inc-401k-plan

> Engineered Air Balance Co., INC.'s 401(k) plan: 152 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Engineered Air Balance Co., INC.

- **Sponsor EIN:** 750955026

- **Sponsor Address:** 3309 MATRIX DRIVE, RICHARDSON, TX, 75082

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

- **Total Participants:** 152

- **Total Assets:** $37.2M

## 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|152|$37.2M|$1.0M|$1.3M|

| 2023|147|$31.8M|$1.0M|$1.2M|

| 2022|151|$28.6M|$1.1M|$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|

| GALLAGHER BENEFIT SERVICES INC DBA|INVESTMENT ADVISOR|$35,000|—|$35,000|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$29,695|—|$29,695|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$6,043|—|$6,043|

| THE CJ CPA GROUP, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [THE CJ CPA GROUP, PLLC](https://planprovider.pro/provider/the-cj-cpa-group-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $70,738

- **Estimated Expense Ratio:** 0.190% 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|$70,738|$41,043|—|—|—|

| 2023|$98,664|$50,020|—|—|—|

| 2022|$76,650|—|$76,650|—|—|

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