Plan Snapshot
- Plan Sponsor: Impact Climate Technologies LLC
- Sponsor EIN: 581152774
- Sponsor Address: 732 JOSEPH E. LOWERY BLVD. NW, ATLANTA, GA, 30318
- Plan Type: 401(k)
- Total Participants: 331
- Total Assets: $54.3M
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 | 331 | $54.3M | $1.1M | $3.1M |
| 2023 | 236 | $38.0M | $1.2M | $2.5M |
| 2022 | 229 | $34.1M | $400,000 | $2.1M |
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 |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $45,823 | — | $45,823 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $14,758 | — | $14,758 |
| SEAY & WEISSINGER, LLC | AUDITOR | $12,500 | — | $12,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,081
- Estimated Expense Ratio: 0.135% 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 | $121,813 | $94,555 | — | $12,500 | — |
| 2023 | $105,749 | $80,455 | — | $12,000 | — |
| 2022 | $109,935 | — | $109,935 | — | — |