Plan Snapshot
- Plan Sponsor: Epl America, LLC
- Sponsor EIN: 141838973
- Sponsor Address: 187 CANE CREEK BOULEVARD, DANVILLE, VA, 24540
- Plan Type: 401(k)
- Total Participants: 339
- Total Assets: $8.2M
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. |
|---|---|---|---|---|
| 2024 | 339 | $8.2M | $495,769 | $575,500 |
| 2023 | 304 | $7.0M | $471,025 | $555,089 |
| 2022 | 284 | $5.7M | $441,162 | $552,825 |
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 |
|---|---|---|---|---|
| ASCENSUS LLC | NONE | $28,200 | — | $28,200 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,200
- Estimated Expense Ratio: 0.344% 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 | $28,200 | — | $28,200 | — | — |
| 2023 | $35,417 | — | $35,417 | — | — |
| 2022 | $25,753 | — | $25,753 | — | — |