Plan Snapshot
- Plan Sponsor: Impact Nw
- Sponsor EIN: 930557964
- Sponsor Address: PO BOX 33530, PORTLAND, OR, 972923530
- Plan Type: 401(k)
- Total Participants: 246
- Total Assets: $3.7M
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 | 246 | $3.7M | $113,975 | $394,588 |
| 2023 | 515 | $3.0M | $99,516 | $329,594 |
| 2022 | 457 | $2.4M | $73,343 | $331,950 |
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 |
|---|---|---|---|---|
| JONES & ROTH P.C | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JONES & ROTH P.C — 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 | $28,337 | $15,759 | $12,578 | — | — |
| 2023 | $22,161 | $12,121 | $9,180 | — | — |
| 2022 | $17,997 | $8,713 | $9,284 | — | — |