Plan Snapshot
- Plan Sponsor: Impact Rto Holdings LLC
- Sponsor EIN: 474781524
- Sponsor Address: 26000 SIERRA CENTER BLVD, TAMPA, FL, 33559
- Plan Type: 401(k)
- Total Participants: 327
- Total Assets: $3.3M
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 | 327 | $3.3M | $140,417 | $368,451 |
| 2023 | 319 | $2.9M | $138,342 | $371,822 |
| 2022 | 326 | $2.4M | $162,664 | $364,415 |
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 |
|---|---|---|---|---|
| FRAZIER & DEETER LLC | 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 | $21,327 | $8,570 | $11,897 | — | — |
| 2023 | $16,915 | $7,095 | $8,960 | — | — |
| 2022 | $21,811 | $10,434 | $11,377 | — | — |