Plan Snapshot
- Plan Sponsor: Gardaworld Federal Services, LLC
- Sponsor EIN: 205211532
- Sponsor Address: 1700 N. MOORE ST SUITE 1875, ARLINGTON, VA, 22209
- Plan Type: 401(k)
- Total Participants: 114
- Total Assets: $9.2M
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 | 114 | $9.2M | $482,612 | $896,863 |
| 2023 | 111 | $7.9M | $455,016 | $850,243 |
| 2022 | 98 | $5.9M | $471,286 | $665,097 |
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 |
|---|---|---|---|---|
| MMA SECURITIES | INVESTMENT ADVISOR | $21,802 | — | $21,802 |
| EMPOWER ANNUITY INS CO OF AMERICA | RECORDKEEPER | $17,648 | — | $17,648 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MANAGEMENT | $10,725 | — | $10,725 |
| BENCHMARK RETIREMENT PLAN SERVICES | CONTRACT ADMIN | $10,661 | — | $10,661 |
| RUBINO & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUBINO & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,836
- Estimated Expense Ratio: 0.663% 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 | $59,936 | — | $59,936 | — | — |
| 2023 | $29,742 | — | $29,742 | — | — |
| 2022 | $29,579 | — | $29,579 | — | — |