Plan Snapshot
- Plan Sponsor: Environmental Science Associates
- Sponsor EIN: 941698350
- Sponsor Address: 570 MARKET STREET, SAN FRANCISCO, CA, 94105
- Plan Type: 401(k)
- Total Participants: 719
- Total Assets: $85.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 719 | $85.7M | $922,285 | $6.3M |
| 2023 | 676 | $74.0M | $840,543 | $5.7M |
| 2022 | 627 | $62.5M | $689,439 | $5.2M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $208,436 | $91,766 | $116,670 | — | — |
| 2023 | $168,152 | $77,288 | $81,279 | — | — |
| 2022 | $156,005 | $75,129 | $61,939 | — | $18,937 |