Plan Snapshot
- Plan Sponsor: Estech Systems INC
- Sponsor EIN: 752197449
- Sponsor Address: 6275 W PLANO PKWY STE 500, PLANO, TX, 750934942
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 99
- Total Assets: $11.6M
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. |
|---|---|---|---|---|
| 2025 | 99 | $11.6M | $0 | $0 |
| 2024 | 84 | $10.6M | $88,538 | $620,311 |
| 2023 | 91 | $10.1M | $93,625 | $602,861 |
| 2022 | 86 | $8.7M | $89,068 | $584,746 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $7,736 | — | $7,736 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,736
- Estimated Expense Ratio: 0.066% 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 |
|---|---|---|---|---|---|
| 2025 | $969,291 | $2,147 | — | — | — |
| 2024 | $23,871 | $2,073 | — | $17,452 | — |
| 2023 | $10,650 | $1,784 | $3,259 | $5,640 | — |
| 2022 | $3,941 | — | $3,904 | — | — |