Plan Snapshot
- Plan Sponsor: Empowering Abilities
- Sponsor EIN: 420947868
- Sponsor Address: 3402 HICKORY GROVE RD, DAVENPORT, IA, 528063305
- Plan Type: 403(b)
- Total Participants: 337
- Total Assets: $16.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 337 | $16.8M | $515,778 | $581,862 |
| 2023 | 316 | $15.6M | $494,584 | $568,386 |
| 2022 | 350 | $13.3M | $470,029 | $550,999 |
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 |
|---|---|---|---|---|
| ANDERSON LOWER WHITLOW PC | 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 | $4,590 | — | — | — | — |
| 2023 | $2,477 | — | — | — | — |
| 2022 | $3,250 | — | — | — | — |