# Engineering Specialists, INC. 401(k) Plan
Source: https://planprovider.pro/companies/engineering-specialists-inc-401k-plan

> Engineering Specialists, INC.'s 401(k) plan: 126 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/reilly-penner-and-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|—|—|—|—|

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