Plan Snapshot
- Plan Sponsor: Envalior Engineering Materials INC.
- Sponsor EIN: 581961475
- Sponsor Address: 2267 WEST MILL RD., EVANSVILLE, IN, 47720
- Plan Type: 401(k)
- Total Participants: 190
- Total Assets: $19.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 190 | $19.7M | $1.8M | $2.0M |
| 2023 | 193 | $14.6M | $1.6M | $1.7M |
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 |
|---|---|---|---|---|
| BENEFIT CONSULTANTS GROUP | RECORDKEEPER | $12,768 | — | $12,768 |
| BARATZ & ASSOCIATES, P.A | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BENEFIT CONSULTANTS GROUP — RECORDKEEPER
- BARATZ & ASSOCIATES, P.A — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,768
- Estimated Expense Ratio: 0.065% 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 | $12,768 | — | — | — | — |
| 2023 | $7,764 | — | $7,764 | — | — |