# Englefield INC. 401(k) Plan
Source: https://planprovider.pro/companies/englefield-inc-311248972-501

> Englefield INC.'s 401(k) plan: 698 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Englefield INC.

- **Sponsor EIN:** 311248972

- **Sponsor Address:** 447 JAMES PKWY, HEATH, OH, 430561030

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 698

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|698|$0|$0|$0|

| 2024|711|$0|$0|$0|

| 2023|828|$0|$0|$0|

| 2022|798|$0|$0|$0|

## 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|

| UMR, INC.|Other Service Provider|$288,314|$15,456|$303,770|

| MCGOHAN BRABENDER, INC.|Investment Advisor|$74,303|—|$74,303|

| CIGNA|Other Service Provider|$18,210|—|$18,210|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $396,283

### 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|

| 2025|—|—|—|—|—|

| 2024|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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