Plan Snapshot
- Plan Sponsor: Envases Commerce LLC
- Sponsor EIN: 853315355
- Sponsor Address: 1901 WYCON DR, WACO, TX, 76712
- Plan Type: 401(k)
- Total Participants: 200
- Total Assets: $3.2M
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 | 200 | $3.2M | $450,882 | $793,085 |
| 2023 | 184 | $1.8M | $440,493 | $743,238 |
| 2022 | 176 | $744,809 | $247,579 | $426,524 |
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 | $15,118 | — | $15,118 |
| UBS FINANCIAL SERVICES INC | INVESTMENT ADVISOR | $7,652 | — | $7,652 |
| PATTILLO, BROWN & HILL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PATTILLO, BROWN & HILL LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,770
- Estimated Expense Ratio: 0.712% 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 | $24,673 | $7,880 | — | — | — |
| 2023 | $18,669 | $2,492 | $16,177 | — | — |
| 2022 | — | — | — | — | — |