Plan Snapshot
- Plan Sponsor: Enstall Us, INC.
- Sponsor EIN: 364895887
- Sponsor Address: 28357 INDUSTRIAL BOULEVARD, HAYWARD, CA, 94545
- Plan Type: 401(k)
- Total Participants: 231
- Total Assets: $23.7M
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 | 231 | $23.7M | $1.1M | $2.3M |
| 2023 | 250 | $18.7M | $1.2M | $2.3M |
| 2022 | 220 | $13.1M | $988,553 | $2.1M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $118,304 | — | $113,022 | — | — |
| 2023 | $98,355 | — | $90,495 | — | — |
| 2022 | $105,522 | — | $105,522 | — | — |