Plan Snapshot
- Plan Sponsor: Advantage Sci, LLC
- Sponsor EIN: 470892478
- Sponsor Address: 1725 DUKE STREET, ALEXANDRIA, VA, 22314
- Plan Type: 401(k)
- Total Participants: 169
- Total Assets: $6.7M
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 | 169 | $6.7M | $468,632 | $363,009 |
| 2023 | 164 | $6.0M | $353,201 | $397,545 |
| 2022 | 331 | $5.1M | $403,004 | $467,691 |
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 |
|---|---|---|---|---|
| PCS RETIREMENT LLC | CONTRACT ADMINISTRATOR | $26,230 | — | $26,230 |
| RAYMOND JAMES FINANCIAL SERVICES AD | INVESTMENT ADVISOR | $23,995 | — | $23,995 |
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PCS RETIREMENT LLC — CONTRACT ADMINISTRATOR
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,225
- Estimated Expense Ratio: 0.746% 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 | $50,225 | $26,230 | $23,995 | — | — |
| 2023 | $56,114 | $26,088 | $30,026 | — | — |
| 2022 | $47,845 | $12,756 | $35,089 | — | — |