Plan Snapshot
- Plan Sponsor: Esco Group LLC
- Sponsor EIN: 830707182
- Sponsor Address: 777 MAIN ST., FORT WORTH, TX, 76102
- Plan Type: DB
- Total Participants: 209
- Total Assets: $113.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 209 | $113.0M | $0 | $0 |
| 2023 | 231 | $121.5M | $1.0M | $0 |
| 2022 | 257 | $120.3M | $2.5M | $0 |
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 |
|---|---|---|---|---|
| RUSSELL INVESTMENTS TRUST COMPANY | Investment Advisor | $315,789 | — | $315,789 |
| MERCER HR SERVICES, LLC | Other Service Provider | $207,242 | — | $207,242 |
| MERCER | Other Service Provider | $157,800 | — | $157,800 |
| PRINCIPAL BANK | Other Service Provider | $49,200 | — | $49,200 |
| MOSS ADAMS | Recordkeeper | $24,575 | — | $24,575 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUSSELL INVESTMENTS TRUST COMPANY — Investment Advisor
- MOSS ADAMS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $754,606
- Estimated Expense Ratio: 0.668% 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 | $891,663 | $315,789 | $207,242 | $24,575 | — |
| 2023 | $1,046,401 | $342,530 | $142,527 | $21,525 | — |
| 2022 | $1,353,255 | $419,226 | $203,889 | — | $118,676 |