# Neighborimpact 403(b) Plan
Source: https://planprovider.pro/companies/neighborimpact-930884929-002

> Neighborimpact's 403(b) plan: 280 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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