Plan Snapshot
- Plan Sponsor: Enprotech Industrial Technologies, LLC
- Sponsor EIN: 364416658
- Sponsor Address: 4259 EAST 49TH ST., CLEVELAND, OH, 44125
- Plan Type: 401(k)
- Total Participants: 219
- Total Assets: $35.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 219 | $35.4M | $544,525 | $1.5M |
| 2023 | 227 | $34.3M | $524,051 | $1.4M |
| 2022 | 240 | $29.4M | $477,408 | $1.3M |
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 | RECORDKEEPER | $70,273 | — | $70,273 |
| RAYMOND JAMES & ASSOCIATES INC | INVESTMENT ADVISOR | $69,995 | — | $69,995 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $8,631 | — | $8,631 |
| MANER COSTERISAN PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MANER COSTERISAN PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $148,899
- Estimated Expense Ratio: 0.420% 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 | $149,199 | $78,626 | — | — | — |
| 2023 | $68,501 | $68,501 | — | — | — |
| 2022 | $78,010 | $70,600 | $7,410 | — | — |