Plan Snapshot
- Plan Sponsor: Ethosenergy Gts Holdings (Us), LLC
- Sponsor EIN: 760466008
- Sponsor Address: 3100 SOUTH SAM HOUSTON PARKWAY EAST, HOUSTON, TX, 77047
- Plan Type: 401(k)
- Total Participants: 243
- Total Assets: $44.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 243 | $44.3M | $2.9M | $3.0M |
| 2023 | 236 | $37.3M | $2.0M | $2.3M |
| 2022 | 169 | $33.4M | $1.7M | $2.2M |
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 |
|---|---|---|---|---|
| CROWE LLP | Auditor | $29,750 | — | $29,750 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,750
- Estimated Expense Ratio: 0.067% 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 | $65,406 | $35,638 | $300 | $29,750 | — |
| 2023 | $15,643 | $6,560 | $2,400 | — | — |
| 2022 | $32,091 | $1,103 | — | — | — |