Plan Snapshot
- Plan Sponsor: Electric Power Research Institute, INC.
- Sponsor EIN: 237175375
- Sponsor Address: 3420 HILLVIEW AVE, PALO ALTO, CA, 94304
- Plan Type: 401(k)
- Plan Number: 006
- Total Participants: 1,809
- Total Assets: $686.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 1,809 | $686.3M | $0 | $0 |
| 2024 | 1,278 | $605.1M | $20.7M | $17.1M |
| 2023 | 1,263 | $534.3M | $19.2M | $16.0M |
| 2022 | 1,176 | $441.0M | $16.6M | $13.9M |
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 |
|---|---|---|---|---|
| VANGUARD ADVISERS INC. | Other Service Provider | $194,863 | — | $194,863 |
| VANGUARD GROUP INC. | Other Service Provider | $98,158 | — | $98,158 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $293,021
- Estimated Expense Ratio: 0.043% of plan assets
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 |
|---|---|---|---|---|---|
| 2025 | $61,993,303 | $291,846 | — | — | — |
| 2024 | $271,183 | $271,183 | — | — | — |
| 2023 | $144,743 | $144,743 | — | — | — |
| 2022 | $125,249 | — | $125,249 | — | — |