Plan Snapshot
- Plan Sponsor: Enterprise Integration, INC.
- Sponsor EIN: 593458264
- Sponsor Address: 10950-60 SAN JOSE BLVD., JACKSONVILLE, FL, 32223
- Plan Type: 401(k)
- Total Participants: 120
- Total Assets: $4.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 120 | $4.3M | $207,201 | $408,870 |
| 2023 | 121 | $3.1M | $98,868 | $321,120 |
| 2022 | 116 | $2.7M | $39,089 | $296,454 |
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 |
|---|---|---|---|---|
| ASSURANCE DIMENSIONS | Auditor | $8,000 | — | $8,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASSURANCE DIMENSIONS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,000
- Estimated Expense Ratio: 0.184% 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 | $33,678 | — | $25,178 | $8,000 | — |
| 2023 | $29,294 | — | $21,294 | $8,000 | — |
| 2022 | $23,010 | — | $14,010 | — | $9,000 |