Plan Snapshot
- Plan Sponsor: Autism Behavior Therapies
- Sponsor EIN: 871045807
- Sponsor Address: 12531 CLIPPER DR,, WOODBRIDGE, VA, 22192
- Plan Type: 401(k)
- Total Participants: 306
- Total Assets: $726,394
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 | 306 | $726,394 | $59,956 | $241,897 |
| 2023 | 215 | $401,082 | $45,685 | $156,690 |
| 2022 | 145 | $110,113 | $27,820 | $85,485 |
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 |
|---|---|---|---|---|
| FAST 401K INC DBA EPLAN SERVICES IN | PENSION CONSULTANT | $5,885 | — | $5,885 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,885
- Estimated Expense Ratio: 0.810% 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 | $6,343 | $265 | $2,043 | — | — |
| 2023 | $2,265 | $1,776 | $501 | — | — |
| 2022 | — | — | — | — | — |