Plan Snapshot
- Plan Sponsor: Environmental Works, INC.
- Sponsor EIN: 431617676
- Sponsor Address: 1455 E CHESTNUT EXPRESSWAY, SPRINGFIELD, MO, 65802
- Plan Type: 401(k)
- Total Participants: 292
- Total Assets: $12.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 292 | $12.7M | $746,169 | $1.3M |
| 2023 | 267 | $10.6M | $645,418 | $1.2M |
| 2022 | 264 | $7.8M | $338,526 | $1.1M |
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 |
|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | NONE | $36,882 | — | $36,882 |
| DEFINITI LLC | NONE | $21,891 | — | $21,891 |
| JOHN HANCOCK LIFE INSURANCE CO USA | RECORDKEEPER | $6,070 | — | $6,070 |
| ELLIOTT, ROBINSON & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE CO USA — RECORDKEEPER
- ELLIOTT, ROBINSON & COMPANY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,843
- Estimated Expense Ratio: 0.511% 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 | $97,234 | $39,227 | $58,007 | — | — |
| 2023 | $77,358 | $32,643 | $44,715 | — | — |
| 2022 | $74,816 | $27,294 | $26,789 | — | $20,733 |