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

> Englefield, INC.'s 401(k) plan: 609 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:** 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|

| ADP, INC.|RECORD KEEPER|$37,890|—|$37,890|

| LPL FINANCIAL|INVESTMENT/FINANCIAL ADVI|$26,731|—|$26,731|

| GBQ PARTNERS LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [GBQ PARTNERS LLC](https://planprovider.pro/provider/gbq-partners-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $64,621

- **Estimated Expense Ratio:** 0.404% 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|$64,621|$26,731|—|—|—|

| 2023|$62,381|$23,358|—|—|—|

| 2022|$60,228|—|—|—|—|

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