# Social Impact, INC. 401(k) Plan
Source: https://planprovider.pro/companies/social-impact-inc-401k-plan

> Social Impact, INC.'s 401(k) plan: 108 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Social Impact, INC.

- **Sponsor EIN:** 541795186

- **Sponsor Address:** 4201 WILSON BLVD STE 305, ARLINGTON, VA, 222034428

- **Plan Type:** 401(k)

- **Total Participants:** 108

- **Total Assets:** $12.5M

## 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|108|$12.5M|$448,010|$934,608|

| 2023|89|$10.0M|$413,073|$856,100|

| 2022|86|$7.8M|$400,632|$929,051|

## 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|

| LONG & ASSOCIATES, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LONG & ASSOCIATES, P.C.](https://planprovider.pro/provider/long-and-associates-pc) — Auditor

## 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|$79,055|—|$79,055|—|—|

| 2023|$59,983|—|$59,983|—|—|

| 2022|$55,374|—|$55,374|—|—|

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