Plan Snapshot
- Plan Sponsor: Ennoble First, INC.
- Sponsor EIN: 464598016
- Sponsor Address: 42211 MARCY WAY, CHANTILLY, VA, 20152
- Plan Type: 401(k)
- Total Participants: 90
- Total Assets: $5.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 90 | $5.1M | $654,498 | $862,383 |
| 2023 | 124 | $3.9M | $480,372 | $631,117 |
| 2022 | 105 | $2.3M | $224,436 | $420,493 |
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 |
|---|---|---|---|---|
| FORVIS WEALTH ADVISORS | ADVISOR | $28,624 | — | $28,624 |
| KATZ ABOSCH | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,624
- Estimated Expense Ratio: 0.560% 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 | $35,564 | $28,624 | $6,940 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |