Plan Snapshot
- Plan Sponsor: Engineering Partners INC
- Sponsor EIN: 330168450
- Sponsor Address: 10620 TREENA ST STE 300, SAN DIEGO, CA, 921311141
- Plan Type: 401(k)
- Total Participants: 152
- Total Assets: $11.7M
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 | 152 | $11.7M | $420,905 | $1.1M |
| 2023 | 136 | $9.3M | $287,662 | $793,971 |
| 2022 | 105 | $7.5M | $273,983 | $728,785 |
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 |
|---|---|---|---|---|
| LEAF & COLE, LLP | Auditor | — | — | $0 |
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 | $28,063 | $13,289 | $13,914 | — | — |
| 2023 | $24,730 | $12,027 | $11,843 | — | — |
| 2022 | $23,325 | $11,801 | $11,524 | — | — |