# Alexandria Insights, INC. 401(k) Plan
Source: https://planprovider.pro/companies/alexandria-insights-inc-401k-plan

> Alexandria Insights, INC.'s 401(k) plan: 178 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Alexandria Insights, INC.

- **Sponsor EIN:** 462672645

- **Sponsor Address:** 925 CORPORATE DRIVE, STAFFORD, VA, 22554

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

- **Total Participants:** 178

- **Total Assets:** $23.0M

## 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|178|$23.0M|$1.7M|$1.6M|

| 2023|152|$18.5M|$1.4M|$1.4M|

| 2022|166|$14.3M|$1.1M|$1.1M|

## 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|

| THE VANGUARD GROUP, INC.|NONE|$21,833|—|$21,833|

| PBMARES, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [PBMARES, LLP](https://planprovider.pro/provider/pbmares-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $21,833

- **Estimated Expense Ratio:** 0.095% 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|$21,833|—|$21,833|—|—|

| 2023|$20,098|—|$20,098|—|—|

| 2022|—|—|—|—|—|

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