Plan Snapshot
- Plan Sponsor: Impactlife
- Sponsor EIN: 420859501
- Sponsor Address: 5500 LAKEVIEW PARKWAY, DAVENPORT, IA, 52807
- Plan Type: 401(k)
- Total Participants: 763
- Total Assets: $42.8M
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 | 763 | $42.8M | $1.1M | $3.1M |
| 2023 | 781 | $35.8M | $1.1M | $2.8M |
| 2022 | 759 | $29.7M | $1.1M | $2.4M |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — 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 | $148,037 | $58,839 | $89,198 | — | — |
| 2023 | $119,809 | $47,914 | $71,895 | — | — |
| 2022 | $96,990 | $30,891 | $66,099 | — | — |