Plan Snapshot
- Plan Sponsor: Intersect Power, LLC
- Sponsor EIN: 814540438
- Sponsor Address: 548 MARKET ST #68743, SAN FRANCISCO, CA, 941045401
- Plan Type: 401(k)
- Total Participants: 194
- Total Assets: $14.7M
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 | 194 | $14.7M | $942,027 | $2.7M |
| 2023 | 184 | $8.2M | $873,166 | $2.0M |
| 2022 | 122 | $3.7M | $487,560 | $997,954 |
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 |
|---|---|---|---|---|
| NOVOGRADAC AND COMPANY 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 | $78,758 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |