Plan Snapshot
- Plan Sponsor: Applied Research Solutions, INC.
- Sponsor EIN: 133242455
- Sponsor Address: LAWRENCE H O'NEILL RESEARCH CENTER, ARLINGTON, VA, 22202
- Plan Type: 401(k)
- Total Participants: 836
- Total Assets: $55.9M
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 | 836 | $55.9M | $4.5M | $8.3M |
| 2023 | 776 | $39.5M | $4.4M | $6.7M |
| 2022 | 664 | $25.7M | $3.1M | $5.2M |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | Auditor | — | — | $0 |
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 | $174,189 | $54,883 | — | — | — |
| 2023 | $60,793 | — | $60,144 | — | — |
| 2022 | $43,056 | $31,352 | $11,704 | — | — |