# Esp Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/esp-associates-inc-401k-plan

> Esp Associates, INC.'s 401(k) plan: 568 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Esp Associates, INC.

- **Sponsor EIN:** 560599737

- **Sponsor Address:** 3475 LAKEMONT BLVD, FORT MILL, SC, 29708

- **Plan Type:** 401(k)

- **Total Participants:** 568

- **Total Assets:** $42.1M

## 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|568|$42.1M|$1.9M|$3.8M|

| 2023|536|$36.3M|$2.0M|$3.2M|

| 2022|377|$25.1M|$0|$2.3M|

## 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|

| MORGAN STANLEY SMITH BARNEY|INVESTMENT/FINANCIAL ADVI|$77,135|—|$77,135|

| ADP, INC.|RECORD KEEPER|$12,186|—|$12,186|

| BURKETT BURKETT AND BURKETT CPA|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY SMITH BARNEY](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT/FINANCIAL ADVI

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $89,321

- **Estimated Expense Ratio:** 0.212% 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|$89,323|$77,136|—|—|—|

| 2023|$66,112|$58,369|—|—|—|

| 2022|$58,334|—|—|—|—|

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