# Est, INC. 401(k) Plan
Source: https://planprovider.pro/companies/est-inc-401k-plan

> Est, INC.'s 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Est, INC.

- **Sponsor EIN:** 731590835

- **Sponsor Address:** 615 NORTH HUDSON AVE, OKLAHOMA CITY, OK, 73102

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

- **Total Participants:** 0

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|0|$0|$0|$0|

| 2023|301|$12.7M|$353,984|$1.3M|

| 2022|292|$10.2M|$473,601|$1.2M|

## 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|

| JP MORGAN SECURITIES LLC|ADVISOR|$89,734|—|$89,734|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$70,880|—|$70,880|

| FOREMAN & LEATHERS, PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JP MORGAN SECURITIES LLC](https://planprovider.pro/provider/jp-morgan-asset-management) — ADVISOR

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $160,614

### 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|$22,906|$13,341|—|—|—|

| 2023|$84,688|$49,248|—|—|—|

| 2022|$84,383|$2,736|—|—|—|

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