Retirement plan

ES2 INC. 401(K) PLAN

Name: ES2 INC. - ES2 INC. 401(K) PLAN (2025) Form 5500
Creator: ES2 INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ES2 INC. 401(K) PLAN, ES2 INC.

ES2 INC.EIN 30-0879401Plan #001PY 2025

16122 SEDALIA DR. - FISHERS, IN 46040317-499-3797

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$109K

+66.6% from 2024

Total participants

0.0% from 2024

Average account balance

$54,437

+66.6% from 2024

Annual return

20.85%

+5.56 pp from 2024

Benchmarks

See 17,898 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort17,898 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$109K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$54K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$30K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+20.85%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$395

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J2F2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$790

$395 / participant

Other / not subdivided$790100.0%

% of EOY assets

0.726%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$54,437

$124,425-56.2%

$112,040-51.4%

$137,256-60.3%

Participation rate

100.0%

79.3%+20.7pp

76.5%+23.5pp

80.0%+20.0pp

Annual return

20.85%

24.72%-3.9pp

24.52%-3.7pp

220.34%-199.5pp

Employer contribution / active EE

$2,087

$3,411-38.8%

$2,954-29.4%

$4,156-49.8%

Participant deferral / active EE

$12,860

$5,718+124.9%

$5,098+152.3%

$6,407+100.7%

Admin fee / account holder

$395

$15,207-97.4%

$12,098-96.7%

$12,270-96.8%

ES2 INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ES2 INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion