Plan Snapshot
- Plan Sponsor: Engrain, INC.
- Sponsor EIN: 810873910
- Sponsor Address: 5660 GREENWOOD PLAZA BLVD., STE 350, GREENWOOOD VILLAGE, CO, 80111
- Plan Type: 401(k)
- Total Participants: 148
- Total Assets: $5.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 148 | $5.5M | $367,052 | $695,963 |
| 2023 | 141 | $3.5M | $335,946 | $610,984 |
| 2022 | 152 | $2.2M | $273,897 | $496,177 |
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 |
|---|---|---|---|---|
| BROCK AND COMPANY CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROCK AND COMPANY CPAS P.C. — 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 | $31,190 | $24,349 | $5,576 | — | — |
| 2023 | $26,089 | $14,438 | $11,642 | — | — |
| 2022 | $17,855 | $947 | $16,747 | — | — |