# Edison Electric Institute 401(k) Plan
Source: https://planprovider.pro/companies/edison-electric-institute-401k-plan

> Edison Electric Institute's 401(k) plan: 162 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Edison Electric Institute

- **Sponsor EIN:** 130659550

- **Sponsor Address:** 701 PENNSYLVANIA AVE., N.W., WASHINGTON, DC, 200042696

- **Plan Type:** 401(k)

- **Total Participants:** 162

- **Total Assets:** $102.5M

## 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|162|$102.5M|$2.9M|$2.6M|

| 2023|167|$98.1M|$2.9M|$2.6M|

| 2022|160|$85.0M|$2.6M|$2.4M|

## 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|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-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|$43,546|—|—|—|—|

| 2023|$39,069|—|—|—|—|

| 2022|$52,876|—|—|—|—|

## Similar Plans

- [Girl Scout Council Of The Nation'S Capital](https://planprovider.pro/companies/girl-scout-council-of-the-nation-s-capital-403b-plan) — 160 participants

- [American Council On Education](https://planprovider.pro/companies/american-council-on-education-403b-plan) — 164 participants

- [Corus International INC.](https://planprovider.pro/companies/corus-international-inc-403b-plan) — 165 participants

- [Carnegie Endowment For International Peace](https://planprovider.pro/companies/carnegie-endowment-for-international-peace-403b-plan) — 165 participants

- [Investment Company Institute](https://planprovider.pro/companies/investment-company-institute-401k-plan) — 165 participants

- [National League Of Cities Services, INC.](https://planprovider.pro/companies/national-league-of-cities-services-inc-plan-001) — 159 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/edison-electric-institute-401k-plan)

© 2026 PlanProvider.Pro