Plan Snapshot
- Plan Sponsor: Esp, INC.
- Sponsor EIN: 911504007
- Sponsor Address: 2603 DISCOVERY DRIVE, SUITE 115, ORLANDO, FL, 328263006
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 337
- Total Assets: $9.6M
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. |
|---|---|---|---|---|
| 2025 | 337 | $9.6M | $0 | $0 |
| 2024 | 227 | $8.9M | $0 | $650,890 |
| 2023 | 245 | $7.8M | $0 | $661,233 |
| 2022 | 259 | $6.8M | $0 | $686,295 |
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 |
|---|---|---|---|---|
| MCDIRMIT DAVIS | 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 |
|---|---|---|---|---|---|
| 2025 | $1,275,124 | — | $1,956 | — | — |
| 2024 | $3,098 | — | $1,198 | — | — |
| 2023 | $3,522 | — | $1,222 | — | — |
| 2022 | $3,041 | — | $941 | — | — |