# Environmental Systems Research Institute, INC. 401(k) Plan
Source: https://planprovider.pro/companies/environmental-systems-research-institute-inc-401k-plan

> Environmental Systems Research Institute, INC.'s 401(k) plan: 5,110 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Environmental Systems Research Institute, INC.

- **Sponsor EIN:** 952775732

- **Sponsor Address:** P.O. BOX 7661, REDLANDS, CA, 923750661

- **Plan Type:** 401(k)

- **Total Participants:** 5,110

- **Total Assets:** $2.1B

## 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|5,110|$2.1B|$47.7M|$68.1M|

| 2023|4,996|$1.9B|$44.3M|$64.1M|

| 2022|4,822|$1.5B|$40.7M|$56.9M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$329,903|—|$329,903|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$219,878|—|$219,878|

| SAGEVIEW ADVISORY GROUP, LLC|CONSULTANT|$129,371|—|$129,371|

| MOSS ADAMS LLP|ACCOUNTANT/AUDITOR|$36,750|—|$36,750|

| BAKER TILLY US, LLP|Auditor|$36,750|—|$36,750|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [SAGEVIEW ADVISORY GROUP, LLC](https://planprovider.pro/provider/sageview-advisory-group) — CONSULTANT

- [MOSS ADAMS LLP](https://planprovider.pro/provider/milliman) — ACCOUNTANT/AUDITOR

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $752,652

- **Estimated Expense Ratio:** 0.035% 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|$693,948|$464,866|$5,400|$36,750|—|

| 2023|$988,342|$387,887|$2,700|$33,600|—|

| 2022|$575,470|$285,910|—|—|—|

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