Plan Snapshot
- Plan Sponsor: Capital Impact Partners
- Sponsor EIN: 521290127
- Sponsor Address: 1400 CRYSTAL DRIVE, SUITE 500, ARLINGTON, VA, 22202
- Plan Type: 401(k)
- Total Participants: 328
- Total Assets: $69.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 328 | $69.9M | $3.8M | $3.2M |
| 2023 | 322 | $58.6M | $3.5M | $3.0M |
| 2022 | 140 | $27.8M | $1.4M | $1.4M |
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 |
|---|---|---|---|---|
| APRIO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- APRIO LLP — 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 | $39,141 | — | $37,741 | — | — |
| 2023 | $24,252 | — | $23,052 | — | — |
| 2022 | -$22,113 | $11,539 | — | — | — |