# Ercot 401(k) Plan
Source: https://planprovider.pro/companies/ercot-401k-plan

> Ercot's 401(k) plan: 959 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ercot

- **Sponsor EIN:** 742587416

- **Sponsor Address:** 2705 WEST LAKE DRIVE, TAYLOR, TX, 76574

- **Plan Type:** 401(k)

- **Total Participants:** 959

- **Total Assets:** $464.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|959|$464.9M|$21.1M|$14.1M|

| 2023|890|$396.2M|$17.3M|$12.0M|

| 2022|784|$330.9M|$14.6M|$10.2M|

## 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|

| MORGAN STANLEY GLOBAL BANKING|INVESTMENT ADVISOR|$117,234|—|$117,234|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$78,172|—|$78,172|

| BAKER TILLY US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY GLOBAL BANKING](https://planprovider.pro/provider/jp-morgan-asset-management) — INVESTMENT ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [BAKER TILLY US LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $195,406

- **Estimated Expense Ratio:** 0.042% 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|$251,907|$117,717|—|—|—|

| 2023|$98,826|—|—|—|—|

| 2022|$159,119|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ercot-401k-plan)

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