Plan Snapshot
- Plan Sponsor: Identity Digital
- Sponsor EIN: 274415648
- Sponsor Address: 10500 NE 8TH STREET, SUITE 750, BELLEVUE, WA, 98004
- Plan Type: 401(k)
- Total Participants: 134
- Total Assets: $24.4M
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 | 134 | $24.4M | $975,450 | $1.9M |
| 2023 | 133 | $19.5M | $879,266 | $1.7M |
| 2022 | 122 | $14.5M | $784,038 | $1.5M |
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 |
|---|---|---|---|---|
| SCS | Other Service Provider | $48,819 | — | $48,819 |
| THE VANGUARD GROUP, INC. | Recordkeeper | $8,269 | — | $8,269 |
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: $57,088
- Estimated Expense Ratio: 0.234% 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 | $57,088 | $48,819 | $8,269 | — | — |
| 2023 | $42,843 | $41,148 | $1,695 | — | — |
| 2022 | $37,235 | $35,290 | $1,945 | — | — |