# Es Opco Usa LLC 401(k) Plan
Source: https://planprovider.pro/companies/es-opco-usa-llc-401k-plan

> Es Opco Usa LLC's 401(k) plan: 380 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — ADVISOR

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

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — 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|—|—|—|

## Similar Plans

- [Jenkins Services, INC.](https://planprovider.pro/companies/jenkins-services-inc-401k-plan-001-7571) — 1,005 participants

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