Plan Snapshot
- Plan Sponsor: Extra Energy, INC.
- Sponsor EIN: 550688280
- Sponsor Address: 640 CLOVER DEW DAIRY ROAD, PRINCETON, WV, 24740
- Plan Type: 401(k)
- Total Participants: 275
- Total Assets: $12.6M
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 | 275 | $12.6M | $904,229 | $876,762 |
| 2023 | 346 | $11.3M | $978,846 | $870,069 |
| 2022 | 339 | $9.6M | $887,841 | $826,902 |
| 2019 | 393 | $14.4M | $0 | $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 |
|---|---|---|---|---|
| MEADEN & MOORE, LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MEADEN & MOORE, LTD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $11,964 | — | — | — | — |
| 2023 | $6,637 | — | — | — | — |
| 2022 | $5,598 | — | $5,598 | — | — |
| 2019 | $19,938 | $19,938 | — | — | — |