Plan Snapshot
- Plan Sponsor: Estex Manufacturing Company INC.
- Sponsor EIN: 581466458
- Sponsor Address: P.O. BOX 368, FAIRBURN, GA, 30213
- Plan Type: DC
- Total Participants: 114
- Total Assets: $250,000
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 114 | $250,000 | $0 | $0 |
| 2023 | 108 | $3.7M | $250,000 | $0 |
| 2022 | 109 | $3.3M | $250,000 | $0 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH | STOCK BROKER | $25,963 | — | $25,963 |
| CARR, RIGGS & INGRAM, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERRILL LYNCH — STOCK BROKER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,963
- Estimated Expense Ratio: 10.385% 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 | — | — | — | — | — |
| 2023 | $23,799 | $23,799 | — | — | — |
| 2022 | $25,640 | $25,478 | — | — | — |