Plan Snapshot
- Plan Sponsor: Esco Technologies INC.
- Sponsor EIN: 431554045
- Sponsor Address: 645 MARYVILLE CENTRE DR., SUITE 300, ST. LOUIS, MO, 63141
- Plan Type: 401(k)
- Total Participants: 2,598
- Total Assets: $508.1M
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 | 2,598 | $508.1M | $9.0M | $20.8M |
| 2023 | 2,551 | $448.1M | $8.3M | $19.1M |
| 2022 | 2,373 | $389.1M | $7.7M | $17.9M |
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 |
|---|---|---|---|---|
| VANGUARD GROUP INC. | NONE | $188,987 | — | $188,987 |
| UHY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $188,987
- Estimated Expense Ratio: 0.037% 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 | $188,987 | — | $22,570 | — | — |
| 2023 | $172,021 | — | $18,920 | — | — |
| 2022 | $190,986 | — | $189,900 | — | $1,086 |