Plan Snapshot
- Plan Sponsor: Ep Energy Global, LLC
- Sponsor EIN: 760637534
- Sponsor Address: 945 BUNKER HILL ROAD, SUITE 1300, HOUSTON, TX, 77024
- Plan Type: 401(k)
- Total Participants: 92
- Total Assets: $79.4M
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 | 92 | $79.4M | $869,640 | $1.0M |
| 2022 | 89 | $82.4M | $2.2M | $1.8M |
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 |
|---|---|---|---|---|
| CROWE, LLP | Auditor | $18,900 | — | $18,900 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,900
- Estimated Expense Ratio: 0.024% 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 | $129,656 | $77,204 | — | $18,900 | — |
| 2022 | $174,568 | $127,323 | $28,131 | — | — |