Plan Snapshot
- Plan Sponsor: Englewood Holdings Corp. (Fka National Service Industries,INC.)A Ca Co
- Sponsor EIN: 770319365
- Sponsor Address: 853 CAMINO DEL MAR, DEL MAR, CA, 92014
- Plan Type: DB
- Plan Number: 009
- Total Participants: 0
- Total Assets: $45.6M
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. |
|---|---|---|---|---|
| 2024 | 0 | $45.6M | $139,763 | $0 |
| 2023 | 0 | $48.0M | $0 | $0 |
| 2022 | 0 | $47.3M | $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 |
|---|---|---|---|---|
| SEI | Other Service Provider | $446,597 | — | $446,597 |
| SMITH & HOWARD, PC | Other Service Provider | $63,526 | — | $63,526 |
| KILPATRICK TOWNSEND & STOCKTON LLP | Other Service Provider | $47,882 | — | $47,882 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $558,005
- Estimated Expense Ratio: 1.225% 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 | $979,252 | $238,401 | $193,980 | $63,526 | — |
| 2023 | $1,107,363 | $239,732 | $193,980 | $30,000 | — |
| 2022 | $1,177,063 | $294,222 | $185,745 | — | $28,000 |