Plan Snapshot
- Plan Sponsor: Impax Asset Management LLC
- Sponsor EIN: 271374824
- Sponsor Address: 30 PENHALLOW STREET, SUITE 400, PORTSMOUTH, NH, 03801
- Plan Type: 401(k)
- Total Participants: 111
- Total Assets: $29.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 111 | $29.6M | $852,877 | $1.6M |
| 2023 | 116 | $26.5M | $1.1M | $1.5M |
| 2022 | 123 | $20.6M | $662,993 | $1.2M |
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 |
|---|---|---|---|---|
| FIDELITY PERSONAL TRUST COMPANY FSB | Other Service Provider | $6,867 | — | $6,867 |
| SENTINEL BENEFITS GROUP, INC. | Recordkeeper | $5,683 | — | $5,683 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SENTINEL BENEFITS GROUP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,550
- Estimated Expense Ratio: 0.042% 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 | $12,550 | — | — | — | — |
| 2023 | $12,131 | — | — | — | — |
| 2022 | — | — | — | — | — |