# Edison Electric Institute DB Plan
Source: https://planprovider.pro/companies/edison-electric-institute-plan-001

> Edison Electric Institute's DB plan: 36 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. NW, WASHINGTON, DC, 200042696

- **Plan Type:** DB

- **Total Participants:** 36

- **Total Assets:** $129.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|36|$129.5M|$0|$0|

| 2023|43|$129.6M|$0|$0|

| 2022|52|$121.6M|$0|$0|

## 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|$48,283|—|$6,786|—|—|

| 2023|$49,219|—|$7,741|—|—|

| 2022|$54,063|—|$9,453|—|$44,194|

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