Plan Snapshot
- Plan Sponsor: Arservices, Limited
- Sponsor EIN: 200258614
- Sponsor Address: 3110 FAIRVIEW PARK DRIVE, SUITE 950, FALLS CHURCH, VA, 22042
- Plan Type: 401(k)
- Total Participants: 162
- Total Assets: $15.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 162 | $15.1M | $620,799 | $1.8M |
| 2023 | 152 | $12.6M | $563,900 | $1.7M |
| 2022 | 153 | $9.1M | $501,495 | $1.4M |
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 |
|---|---|---|---|---|
| NFP RETIREMENT INC | ADVISOR | $32,807 | — | $32,807 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $27,227 | — | $27,227 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $5,217 | — | $5,217 |
| PLATFORM CPAS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NFP RETIREMENT INC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- PLATFORM CPAS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,251
- Estimated Expense Ratio: 0.431% 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 | $65,251 | $38,024 | — | — | — |
| 2023 | $13,109 | $12,028 | — | — | — |
| 2022 | $2,454 | $1,673 | — | — | — |