# Electroimpact, INC. 401(k) Plan
Source: https://planprovider.pro/companies/electroimpact-inc-401k-plan

> Electroimpact, INC.'s 401(k) plan: 338 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/nwps) — RECORDKEEPER

- [CHARLES SCHWAB](https://planprovider.pro/provider/charles-schwab-and-co-inc) — DESIGNATED TRUSTEE/CUSTO

- [DWYER, PEMBERTON & COULSON, P.C.](https://planprovider.pro/provider/dwyer-pemberton-and-coulson-pc) — 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|—|—|

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