Plan Snapshot
- Plan Sponsor: Engineering Specialists, INC.
- Sponsor EIN: 391208480
- Sponsor Address: 21360 GATEWAY COURT, BROOKFIELD, WI, 53045
- Plan Type: 401(k)
- Total Participants: 126
- Total Assets: $16.5M
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 | 126 | $16.5M | $337,897 | $1.1M |
| 2023 | 138 | $13.9M | $351,162 | $1.1M |
| 2022 | 147 | $11.9M | $317,138 | $934,383 |
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 |
|---|---|---|---|---|
| REILLY, PENNER & BENTON LLP | Auditor | $1,268 | — | $1,268 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REILLY, PENNER & BENTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,268
- Estimated Expense Ratio: 0.008% 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 | $65,465 | $37,300 | — | $1,268 | — |
| 2023 | $32,712 | — | — | — | — |
| 2022 | $30,951 | — | — | — | — |