Plan Snapshot
- Plan Sponsor: Engineered Profiles LLC
- Sponsor EIN: 311669463
- Sponsor Address: 2141 FAIRWOOD AVE, COLUMBUS, OH, 43207
- Plan Type: 401(k)
- Total Participants: 337
- Total Assets: $12.4M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 337 | $12.4M | $460,128 | $1.2M |
| 2023 | 315 | $10.6M | $441,982 | $1.0M |
| 2022 | 364 | $9.3M | $477,798 | $941,840 |
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 |
|---|---|---|---|---|
| FORUS ADVISORS LLC | SERVICE PROVIDER | — | $20,467 | $20,467 |
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | $18,450 | $211 | $18,661 |
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,128
- Estimated Expense Ratio: 0.316% 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 | $18,450 | — | $14,350 | — | — |
| 2023 | $21,750 | — | $18,800 | — | — |
| 2022 | $8,950 | — | — | — | — |