Plan Snapshot
- Plan Sponsor: Advarra, INC.
- Sponsor EIN: 311358981
- Sponsor Address: 6100 MERRIWEATHER DR.,, COLUMBIA, MD, 21044
- Plan Type: 401(k)
- Total Participants: 874
- Total Assets: $87.0M
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 | 874 | $87.0M | $3.4M | $7.8M |
| 2023 | 791 | $69.4M | $2.8M | $6.8M |
| 2022 | 742 | $55.1M | $2.5M | $6.2M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — 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 | $101,623 | — | — | — | — |
| 2023 | $141,096 | $60,000 | $1,500 | — | — |
| 2022 | $159,155 | — | — | — | — |