Plan Snapshot
- Plan Sponsor: Enstrom Candies, INC.
- Sponsor EIN: 840630661
- Sponsor Address: 701 COLORADO AVENUE, GRAND JUNCTION, CO, 81501
- Plan Type: 401(k)
- Total Participants: 124
- Total Assets: $7.0M
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 | 124 | $7.0M | $221,789 | $397,052 |
| 2023 | 98 | $5.9M | $204,397 | $364,654 |
| 2022 | 100 | $4.9M | $194,047 | $348,745 |
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 |
|---|---|---|---|---|
| DWC | Auditor | — | — | $0 |
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 | $38,815 | $21,739 | $5,670 | — | — |
| 2023 | $36,338 | $17,399 | $8,378 | — | — |
| 2022 | $33,798 | — | $33,798 | — | — |