Plan Snapshot
- Plan Sponsor: Eah INC.
- Sponsor EIN: 941699153
- Sponsor Address: 22 PELICAN WAY, SAN RAFAEL, CA, 94901
- Plan Type: 403(b)
- Total Participants: 286
- Total Assets: $41.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 286 | $41.3M | $1.8M | $3.6M |
| 2023 | 649 | $36.6M | $2.1M | $3.2M |
| 2022 | 680 | $30.1M | $1.9M | $3.0M |
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 |
|---|---|---|---|---|
| JOHANSON & YAU | Auditor | — | — | $0 |
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 | $154,547 | $10,643 | $117,865 | — | — |
| 2023 | $281,043 | — | — | — | — |
| 2022 | $221,469 | — | — | — | — |