Plan Snapshot
- Plan Sponsor: Environmental Science U.S. LLC
- Sponsor EIN: 680348328
- Sponsor Address: 5000 CENTREGREEN WAY SUITE 400, CARY, NC, 27513
- Plan Type: 401(k)
- Total Participants: 327
- Total Assets: $30.9M
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 | 327 | $30.9M | $5.6M | $4.9M |
| 2023 | 298 | $17.2M | $4.1M | $4.0M |
| 2022 | 253 | $5.3M | $696,959 | $569,772 |
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 |
|---|---|---|---|---|
| KELLY PARTNERS FRS ATTEST SERVICE | 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 | $38,396 | $17 | — | — | — |
| 2023 | $33,055 | — | — | — | — |
| 2022 | $123 | — | — | — | — |