Plan Snapshot
- Plan Sponsor: Neutron Holdings, INC. Dba Lime
- Sponsor EIN: 814870517
- Sponsor Address: 85 2ND STREET, FLOOR 7 SUITE 750, SAN FRANCISCO, CA, 94105
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 398
- Total Assets: $21.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 398 | $21.4M | $0 | $4.7M |
| 2023 | 421 | $16.9M | $0 | $4.5M |
| 2022 | 364 | $10.7M | $0 | $3.6M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $90,408 | — | $90,408 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $19,438 | — | $19,438 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $109,846
- Estimated Expense Ratio: 0.513% 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 | $109,846 | $19,438 | — | — | — |
| 2023 | $88,779 | $13,075 | — | — | — |
| 2022 | $46,094 | — | $46,094 | — | — |