Plan Snapshot
- Plan Sponsor: Esi Holdings, INC.
- Sponsor EIN: 861432724
- Sponsor Address: 2200 S. COBALT POINT WAY, MERIDIAN, ID, 83642
- Plan Type: 401(k)
- Total Participants: 1,112
- Total Assets: $47.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,112 | $47.1M | $3.2M | $5.6M |
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 |
|---|---|---|---|---|
| EDWARD D. JONES & CO. | Other Service Provider | $75,151 | — | $75,151 |
| BENEFITS2 ADMINISTRATORS LLC | Recordkeeper | $44,982 | — | $44,982 |
| JOHN HANCOCK LIFE INSURANCE CO. | Recordkeeper | $33,353 | — | $33,353 |
| WILSHIRE ASSOCIATES INC (USA) | Recordkeeper | $8,282 | — | $8,282 |
| CREATIVE PLANNING | Investment Advisor | $7,669 | — | $7,669 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE CO. — Recordkeeper
- WILSHIRE ASSOCIATES INC (USA) — Recordkeeper
- CREATIVE PLANNING — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $169,437
- Estimated Expense Ratio: 0.360% 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 | $258,525 | $91,102 | $44,982 | — | — |