Plan Snapshot
- Plan Sponsor: Ennis Electric Company INC
- Sponsor EIN: 540969294
- Sponsor Address: 7851 WELLINGFORD DRIVE, MANASSAS, VA, 201092496
- Plan Type: DC
- Plan Number: 002
- Total Participants: 117
- Total Assets: $26.6M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 117 | $26.6M | $0 | $0 |
| 2024 | 95 | $18.9M | $481,939 | $0 |
| 2023 | 86 | $16.8M | $481,939 | $0 |
| 2022 | 86 | $17.8M | $481,939 | $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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $54,337 | $14,597 | $68,934 |
| OSAIC WEALTH INC | Other Service Provider | $14,597 | $9,152 | $23,749 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $92,683
- Estimated Expense Ratio: 0.348% 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 |
|---|---|---|---|---|---|
| 2025 | $207,789 | $34,468 | — | — | — |
| 2024 | $24,570 | — | $24,570 | — | — |
| 2023 | $26,992 | — | $26,977 | — | — |
| 2022 | $24,760 | $24,760 | — | — | — |