# Engineering Partners INC 401(k) Plan
Source: https://planprovider.pro/companies/engineering-partners-inc-401k-plan-001-8450

> Engineering Partners 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:** 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|

| PAYCHEX, INC.|RECORDKEEPER|$14,365|—|$14,365|

| LIFESTEPS FINANCIAL INC|ADVISOR|$13,044|—|$13,044|

| LEAF & COLE, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PAYCHEX, INC.](https://planprovider.pro/provider/paychex) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $27,409

- **Estimated Expense Ratio:** 0.234% 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|$28,063|$13,289|$13,914|—|—|

| 2023|$24,730|$12,027|$11,843|—|—|

| 2022|$23,325|$11,801|$11,524|—|—|

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