Plan Snapshot
- Plan Sponsor: Essex Industries, INC.
- Sponsor EIN: 430634211
- Sponsor Address: 7700 GRAVOIS RD, ST LOUIS, MO, 63123
- Plan Type: 401(k)
- Total Participants: 383
- Total Assets: $38.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 383 | $38.5M | $731,674 | $2.3M |
| 2023 | 438 | $37.3M | $746,452 | $2.3M |
| 2022 | 433 | $31.9M | $625,643 | $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 |
|---|---|---|---|---|
| CORRECT CAPITAL WEALTH MGMT | SERVICE PROVIDER | — | $48,725 | $48,725 |
| ASCENSUS | THIRD PARTY ADMIN | — | $18,316 | $18,316 |
| FUTUREPLAN | SERVICE PROVIDER | $5,883 | — | $5,883 |
| RUBINBROWN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CORRECT CAPITAL WEALTH MGMT — SERVICE PROVIDER
- ASCENSUS — THIRD PARTY ADMIN
- FUTUREPLAN — SERVICE PROVIDER
- RUBINBROWN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,924
- Estimated Expense Ratio: 0.189% 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 | $48,268 | — | $48,268 | — | — |
| 2023 | $42,773 | — | $42,773 | — | — |
| 2022 | $25,811 | — | — | — | — |