Plan Snapshot
- Plan Sponsor: Asm Research LLC
- Sponsor EIN: 541385056
- Sponsor Address: 4050 LEGATO RD SUITE 1100, FAIRFAX, VA, 220332895
- Plan Type: 401(k)
- Total Participants: 2,619
- Total Assets: $239.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 2,619 | $239.7M | $4.8M | $15.0M |
| 2023 | 1,627 | $211.3M | $4.6M | $14.1M |
| 2022 | 1,677 | $177.1M | $4.2M | $13.7M |
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 |
|---|---|---|---|---|
| COHN REZNICK | 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 | $439,584 | $203,226 | $236,358 | — | — |
| 2023 | $491,466 | $202,286 | $289,180 | — | — |
| 2022 | $445,996 | $208,190 | $237,806 | — | — |