Plan Snapshot
- Plan Sponsor: Impact Energy Trust
- Sponsor EIN: 616156163
- Sponsor Address: 230 LEXINGTON GREEN CIRCLE, LEXINGTON, KY, 40503
- Plan Type: Health & Welfare
- Plan Number: 575
- Total Participants: 853
- Total Assets: $2.8M
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 | 853 | $2.8M | $11.2M | $0 |
| 2023 | 1,126 | $3.0M | $12.4M | $0 |
| 2022 | 1,220 | $3.4M | $10.6M | $0 |
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 |
|---|---|---|---|---|
| FISERV HEALTH/ASGI | Other Service Provider | $143,568 | — | $143,568 |
| COAL OPERATORS & ASSOCIATES | Other Service Provider | $90,000 | — | $90,000 |
| COMMUNITY TRUST AND INVESTMENT CO | Other Service Provider | $25,135 | — | $25,135 |
| DEAN DORTON ALLEN FORD, PLLC | Auditor | $19,300 | — | $19,300 |
| USI INSURANCE SERVICES | Other Service Provider | $7,003 | — | $7,003 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DEAN DORTON ALLEN FORD, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $285,006
- Estimated Expense Ratio: 10.057% 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 | $285,008 | $25,135 | $143,570 | $19,300 | — |
| 2023 | $359,949 | $26,543 | $306,781 | $26,625 | — |
| 2022 | $367,286 | $29,691 | $318,895 | — | $18,700 |