Retirement plan

ENVIRONMENTAL SYSTEMS RESEARCH INSTITUTE, INC. 401(K) INVESTMENT AND PROFIT SHARING PLAN

Name: ENVIRONMENTAL SYSTEMS RESEARCH INSTITUTE, INC. - ENVIRONMENTAL SYSTEMS RESEARCH INSTITUTE, INC. 401(K) INVESTMENT AND PROFIT SHARING PLAN (2024) Form 5500
Creator: ENVIRONMENTAL SYSTEMS RESEARCH INSTITUTE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ENVIRONMENTAL SYSTEMS RESEARCH INSTITUTE, INC. 401(K) INVESTMENT AND PROFIT SHARING PLAN, ENVIRONMENTAL SYSTEMS RESEARCH INSTITUTE, INC.

ENVIRONMENTAL SYSTEMS RESEARCH INSTITUTE, INC.EIN 95-2775732Plan #001PY 2024

P.O. BOX 7661 - REDLANDS, CA 923750661909-793-2853

Prospect flagsHigh assets / participantCorrective distributions

How to read this page

Total assets (EOY)

$2146.3M

+15.4% from 2023

Total participants

6,325

+2.4% from 2023

Average account balance

$341,720

+12.9% from 2023

Annual return

14.95%

-4.67 pp from 2023

Benchmarks

See 109 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants5,000-9,999

Cohort109 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$2.15B

Not enough data

1 years with asset history on file

Average account balance

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

$342K

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.

6,281

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.

99.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$115.80M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+14.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$110

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

1 years with F_SCH_H allocation on file

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524	Advisory (Plan)	$329,903
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786	Loan Processing	$219,878
SAGEVIEW ADVISORY GROUP, LLC10+ years Service code 16 · EIN 33-0818667	Consulting	$129,371
MOSS ADAMS LLP8 years Service code 10 · EIN 91-0189318	Accounting	$36,750

Plan features & details

Pension benefit codes2S2K2T3H2E2F2G2J3D2R

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$694K

$136 / participant

Recordkeeping$182K26.2%
Investment mgmt$465K67.0%
Contract admin$5K0.8%
Other / not subdivided$42K6.1%

% of EOY assets

0.032%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: BAKER TILLY US, LLP
Auditor EIN: 301413443
Audit fees: $36,750
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$341,720

$119,627+185.7%

$146,958+132.5%

$99,062+245.0%

Participation rate

99.1%

73.4%+25.7pp

82.2%+17.0pp

71.6%+27.5pp

Annual return

14.95%

28.82%-13.9pp

418.34%-403.4pp

17.66%-2.7pp

Employer contribution / active EE

$9,331

$4,153+124.7%

$4,933+89.2%

$3,262+186.1%

Participant deferral / active EE

$13,331

$7,997+66.7%

$8,070+65.2%

$5,331+150.0%

Admin fee / account holder

$110

$150-26.2%

$12,998-99.2%

$109+1.4%

Provider

Service type

Compensation

STRATEGIC ADVISORS, INC.9 years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$329,903

FIDELITY INVESTMENTS INSTITUTIONAL10+ years

Service code 37 · EIN 04-2647786

Loan Processing

$219,878

SAGEVIEW ADVISORY GROUP, LLC10+ years

Service code 16 · EIN 33-0818667

Consulting

$129,371

MOSS ADAMS LLP8 years

Service code 10 · EIN 91-0189318

Accounting

$36,750

ENVIRONMENTAL SYSTEMS RESEARCH INSTITUTE, INC. 401(K) INVESTMENT AND PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ENVIRONMENTAL SYSTEMS RESEARCH INSTITUTE, INC. 401(K) INVESTMENT AND PROFIT SHARING 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