Plan Snapshot
- Plan Sponsor: Environments Plus, INC.
- Sponsor EIN: 954384154
- Sponsor Address: 8934 ETON AVE, CANOGA PARK, CA, 91304
- Plan Type: 401(k)
- Total Participants: 120
- Total Assets: $727,516
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. |
|---|---|---|---|---|
| 2023 | 120 | $727,516 | $0 | $193,482 |
| 2022 | 132 | $482,777 | $0 | $151,129 |
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 | $16,972 | — | $16,972 |
| MERRILL LYNCH PIERCE FENNER & SMITH | Investment Advisor | $9,644 | — | $9,644 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,616
- Estimated Expense Ratio: 3.658% 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 |
|---|---|---|---|---|---|
| 2023 | $13,308 | $4,822 | — | — | — |
| 2022 | — | — | — | — | — |