Plan Snapshot
- Plan Sponsor: Engineers Construction, INC.
- Sponsor EIN: 030218743
- Sponsor Address: 98 ENGINEERS DRIVE, WILLISTON, VT, 05495
- Plan Type: 401(k)
- Total Participants: 203
- Total Assets: $22.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 203 | $22.1M | $745,610 | $1.2M |
| 2023 | 172 | $18.6M | $594,937 | $1.0M |
| 2022 | 159 | $16.4M | $357,928 | $840,200 |
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 |
|---|---|---|---|---|
| MCSOLEY, MCCOY & CO | 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 | $103,396 | $72,176 | $31,220 | — | — |
| 2023 | $48,429 | — | $48,429 | — | — |
| 2022 | $65,555 | $40,985 | $18,049 | — | $6,521 |