Plan Snapshot
- Plan Sponsor: Impact Mhc Management, LLC
- Sponsor EIN: 830699042
- Sponsor Address: PO BOX 457 - 110 NW 2ND STREET, CEDAREDGE, CO, 81413
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 229
- Total Assets: $4.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 229 | $4.3M | $226,761 | $446,924 |
| 2023 | 329 | $4.1M | $311,565 | $584,648 |
| 2022 | 345 | $3.5M | $327,509 | $649,345 |
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 |
|---|---|---|---|---|
| RICHEY, MAY & CO., LLP | 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 | $23,335 | — | $23,335 | — | — |
| 2023 | $26,013 | — | $26,013 | — | — |
| 2022 | $22,841 | — | $22,841 | — | — |