Plan Snapshot
- Plan Sponsor: Enhanced Revenue Solutions
- Sponsor EIN: 831980426
- Sponsor Address: 20380 TOWN CENTER LANE, CUPERTINO, CA, 95014
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 138
- Total Assets: $1.4M
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 | 138 | $1.4M | $129,156 | $214,518 |
| 2023 | 214 | $856,243 | $124,461 | $183,190 |
| 2022 | 92 | $535,443 | $72,948 | $129,625 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Other Service Provider | $11,021 | — | $11,021 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,021
- Estimated Expense Ratio: 0.772% 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 | $11,115 | — | — | — | — |
| 2023 | $229,201 | — | — | — | — |
| 2022 | $11,645 | — | — | — | — |