Plan Snapshot
- Plan Sponsor: Emily'S List
- Sponsor EIN: 521391360
- Sponsor Address: 1800 M STREET NW, WASHINGTON, DC, 20036
- Plan Type: 401(k)
- Total Participants: 111
- Total Assets: $15.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 111 | $15.5M | $469,686 | $821,933 |
| 2023 | 116 | $13.2M | $512,773 | $872,223 |
| 2022 | 103 | $10.5M | $537,369 | $891,247 |
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 |
|---|---|---|---|---|
| COLLECTIVE WEALTH PARTNERS | Other Service Provider | $23,974 | — | $23,974 |
| THE VANGUARD GROUP, INC. | Recordkeeper | $23,195 | — | $23,195 |
| GRID 202 PARTNERS | Other Service Provider | $9,733 | — | $9,733 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,902
- Estimated Expense Ratio: 0.367% 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 | $56,902 | $33,707 | $23,195 | — | — |
| 2023 | $47,983 | $28,319 | $19,664 | — | — |
| 2022 | $45,773 | — | $45,773 | — | — |