Plan Snapshot
- Plan Sponsor: Applied Computing Technologies, INC.
- Sponsor EIN: 541690488
- Sponsor Address: 5680 KING CENTRE DRIVE, ALEXANDRIA, VA, 22315
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 122
- Total Assets: $20.9M
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. |
|---|---|---|---|---|
| 2025 | 122 | $20.9M | $0 | $0 |
| 2024 | 62 | $21.6M | $484,659 | $632,115 |
| 2023 | 70 | $19.7M | $477,766 | $605,136 |
| 2022 | 61 | $16.2M | $400,164 | $573,652 |
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 |
|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | Investment Advisor | $30,337 | — | $30,337 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $17,740 | — | $17,740 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,077
- Estimated Expense Ratio: 0.230% 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 |
|---|---|---|---|---|---|
| 2025 | $4,731,245 | $33,101 | — | — | — |
| 2024 | $50,992 | $30,441 | — | — | — |
| 2023 | $42,687 | $25,418 | — | — | — |
| 2022 | $44,651 | — | — | — | — |