Plan Snapshot
- Plan Sponsor: Neighborimpact
- Sponsor EIN: 930884929
- Sponsor Address: 2303 SW 1ST ST, REDMOND, OR, 977567133
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 280
- Total Assets: $7.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 280 | $7.2M | $706,044 | $712,970 |
| 2023 | 260 | $5.9M | $569,472 | $581,641 |
| 2022 | 239 | $4.4M | $490,294 | $477,009 |
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 |
|---|---|---|---|---|
| MUTUAL OF AMERICA SEC. CORP LLC | Recordkeeper | $26,416 | — | $26,416 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,416
- Estimated Expense Ratio: 0.367% 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 | $26,416 | — | — | — | — |
| 2023 | $2,518 | — | — | — | — |
| 2022 | $1,167 | — | — | — | — |