Plan Snapshot
- Plan Sponsor: Englefield, INC.
- Sponsor EIN: 311248972
- Sponsor Address: 1935 JAMES PARKWAY, HEATH, OH, 43056
- Plan Type: 401(k)
- Total Participants: 609
- Total Assets: $16.0M
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 | 609 | $16.0M | $128,638 | $896,546 |
| 2023 | 593 | $14.2M | $120,464 | $818,190 |
| 2022 | 586 | $13.3M | $110,701 | $749,741 |
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 |
|---|---|---|---|---|
| GBQ PARTNERS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GBQ PARTNERS LLC — Auditor
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 | $64,621 | $26,731 | — | — | — |
| 2023 | $62,381 | $23,358 | — | — | — |
| 2022 | $60,228 | — | — | — | — |