# Ep Energy Global, LLC 401(k) Plan
Source: https://planprovider.pro/companies/ep-energy-global-llc-401k-plan

> Ep Energy Global, LLC's 401(k) plan: 92 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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|—|—|

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