# Essential Services Intermediate Holding Corporation Dba Turnpoint Serv 401(k) Plan
Source: https://planprovider.pro/companies/essential-services-intermediate-holding-corporation-dba-turnpoint-serv-401k-plan

> Essential Services Intermediate Holding Corporation Dba Turnpoint Serv's 401(k) plan: 6,351 participants, plan year 2024 financials, providers, and benchmark…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Essential Services Intermediate Holding Corporation Dba Turnpoint Serv

- **Sponsor EIN:** 813502817

- **Sponsor Address:** 139 S ENGLISH STATION RD, LOUISVILLE, KY, 40245

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

- **Total Participants:** 6,351

- **Total Assets:** $131.5M

## 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|6,351|$131.5M|$6.4M|$24.0M|

| 2023|5,749|$100.2M|$5.4M|$21.5M|

| 2022|5,139|$64.9M|$4.7M|$16.4M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$531,204|—|$531,204|

| ROBERT W BAIRD & CO|ADVISOR|$87,341|—|$87,341|

| STRATEGIC ADVISORS, INC.|ADVISOR|$26,934|—|$26,934|

| JONES, NALE & MATTINGLY PLC|ACCOUNTANT/AUDITOR|$15,000|—|$15,000|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [JONES, NALE & MATTINGLY PLC](https://planprovider.pro/provider/jones-nale-and-mattingly-plc) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $660,479

- **Estimated Expense Ratio:** 0.502% 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|$660,479|$114,275|$1,500|$15,000|—|

| 2023|$638,950|$145,089|—|$23,000|—|

| 2022|$359,445|$6,470|—|—|—|

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