Plan Snapshot
- Plan Sponsor: Es Opco Usa LLC
- Sponsor EIN: 843689531
- Sponsor Address: 10800 PECAN PARK BLVD, SUITE 300, AUSTIN, TX, 78750
- Plan Type: 401(k)
- Total Participants: 380
- Total Assets: $56.9M
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 | 380 | $56.9M | $1.9M | $2.5M |
| 2023 | 376 | $53.6M | $1.0M | $2.2M |
| 2022 | 450 | $46.9M | $1.0M | $2.2M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $18,188 | — | $18,188 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $11,481 | — | $11,481 |
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,669
- Estimated Expense Ratio: 0.052% 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 | $29,669 | $18,188 | $600 | — | — |
| 2023 | $23,621 | $16,902 | — | — | — |
| 2022 | $39,625 | $14,941 | — | — | — |