Plan Snapshot
- Plan Sponsor: Anavation LLC
- Sponsor EIN: 460648253
- Sponsor Address: 11654 PLAZA AMERICA DRIVE, RESTON, VA, 20190
- Plan Type: 401(k)
- Total Participants: 209
- Total Assets: $26.3M
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 | 209 | $26.3M | $1.6M | $3.0M |
| 2023 | 204 | $21.3M | $1.2M | $2.6M |
| 2022 | 152 | $13.9M | $986,422 | $1.9M |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $5,115 | — | $5,115 |
| APRIO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,115
- Estimated Expense Ratio: 0.019% 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 | $5,115 | — | — | — | — |
| 2023 | $2,665 | — | — | — | — |
| 2022 | $2,440 | — | — | — | — |