Plan Snapshot
- Plan Sponsor: Ezcorp, INC.
- Sponsor EIN: 742540145
- Sponsor Address: 2500 BEE CAVE RD BLGD 1 STE 200, ROLLINGWOOD, TX, 78746
- Plan Type: 401(k)
- Total Participants: 3,366
- Total Assets: $52.4M
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. |
|---|---|---|---|---|
| 2024 | 3,366 | $52.4M | $1.3M | $6.6M |
| 2023 | 3,051 | $46.3M | $1.2M | $5.9M |
| 2022 | 2,933 | $38.9M | $1.2M | $5.4M |
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 | $223,118 | — | $223,118 |
| UBS FINANCIAL SERVICES INC | INVESTMENT ADVISOR | $70,559 | — | $70,559 |
| ARMANINO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARMANINO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $293,677
- Estimated Expense Ratio: 0.561% 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 | $294,502 | $70,559 | $46,166 | — | — |
| 2023 | $299,842 | $58,191 | $237,272 | — | — |
| 2022 | $354,745 | $84,312 | $266,333 | — | — |