Plan Snapshot
- Plan Sponsor: Global Impact
- Sponsor EIN: 521273585
- Sponsor Address: 1199 NORTH FAIRFAX, SUITE 300, ALEXANDRIA, VA, 22314
- Plan Type: 401(k)
- Total Participants: 234
- Total Assets: $15.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 234 | $15.8M | $977,632 | $1.4M |
| 2023 | 128 | $11.7M | $563,156 | $969,815 |
| 2022 | 81 | $8.4M | $108,541 | $499,578 |
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 |
|---|---|---|---|---|
| WITHUMSMITH+BROWN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN — Auditor
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 | $48,210 | $33,302 | $85 | — | — |
| 2023 | $32,341 | $21,893 | — | — | — |
| 2022 | $33,102 | — | $11,001 | — | $22,101 |