Plan Snapshot
- Plan Sponsor: Engenderhealth, INC.
- Sponsor EIN: 131623838
- Sponsor Address: 505 NINTH STREET NW, WASHINGTON, DC, 20004
- Plan Type: 401(k)
- Total Participants: 39
- Total Assets: $18.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 39 | $18.1M | $475,259 | $445,868 |
| 2023 | 38 | $16.6M | $430,961 | $381,649 |
| 2022 | 33 | $15.0M | $354,553 | $308,555 |
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 |
|---|---|---|---|---|
| GRF CPAS & ADVISORS | Auditor | — | — | $0 |
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 | $46,432 | $43,787 | $2,645 | — | — |
| 2023 | $44,704 | $38,307 | $6,397 | — | — |
| 2022 | $43,573 | $39,227 | $4,346 | — | — |