Plan Snapshot
- Plan Sponsor: Ardent Management Consulting, LLC
- Sponsor EIN: 204936094
- Sponsor Address: 1945 OLD GALLOWS ROAD, VIENNA, VA, 22182
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 121
- Total Assets: $257,827
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. |
|---|---|---|---|---|
| 2023 | 121 | $257,827 | $617,524 | $555,206 |
| 2022 | 115 | $9.2M | $355,482 | $1.2M |
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 |
|---|---|---|---|---|
| IRONVIEW CAPITAL MANAGEMENT LLC | Investment Advisor | $24,916 | — | $24,916 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $9,452 | — | $9,452 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,368
- Estimated Expense Ratio: 13.330% 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 |
|---|---|---|---|---|---|
| 2023 | $38,112 | $25,856 | — | $2,804 | — |
| 2022 | $41,984 | $343 | — | — | — |