Plan Snapshot
- Plan Sponsor: Enterprise Events Group, INC.
- Sponsor EIN: 680371303
- Sponsor Address: 950 NORTHGATE DRIVE, SUITE 100, SAN RAFEL, CA, 94903
- Plan Type: 401(k)
- Total Participants: 217
- Total Assets: $14.0M
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 | 217 | $14.0M | $137,410 | $1.4M |
| 2023 | 185 | $11.0M | $127,100 | $1.3M |
| 2022 | 172 | $9.3M | $102,464 | $988,584 |
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 |
|---|---|---|---|---|
| AUDIT AND TAX SOLUTIONS CPA INC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AUDIT AND TAX SOLUTIONS CPA INC — Auditor
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 | $32,925 | — | $32,925 | — | — |
| 2023 | $34,571 | $5,631 | $26,480 | — | — |
| 2022 | $46,988 | $23,001 | $19,335 | — | $4,652 |