Plan Snapshot
- Plan Sponsor: Electroimpact, INC.
- Sponsor EIN: 911341557
- Sponsor Address: 4413 CHENNAULT BEACH ROAD, MUKILTEO, WA, 98275
- Plan Type: 401(k)
- Total Participants: 338
- Total Assets: $178.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 338 | $178.4M | $3.6M | $3.5M |
| 2023 | 327 | $154.3M | $2.3M | $3.0M |
| 2022 | 295 | $133.3M | $3.1M | $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 |
|---|---|---|---|---|
| TRAUTMANN MAHER & ASSOCIATES | RECORDKEEPER | $62,082 | — | $62,082 |
| CHARLES SCHWAB | DESIGNATED TRUSTEE/CUSTO | $13,208 | — | $13,208 |
| DWYER, PEMBERTON & COULSON, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRAUTMANN MAHER & ASSOCIATES — RECORDKEEPER
- CHARLES SCHWAB — DESIGNATED TRUSTEE/CUSTO
- DWYER, PEMBERTON & COULSON, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $75,290
- Estimated Expense Ratio: 0.042% 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 |
|---|---|---|---|---|---|
| 2024 | $75,290 | — | — | — | — |
| 2023 | $72,958 | — | — | — | — |
| 2022 | $72,314 | — | $72,314 | — | — |