Plan Snapshot
- Plan Sponsor: Azure Summit Technology, INC.
- Sponsor EIN: 260528644
- Sponsor Address: 3050 CHAIN BRIDGE ROAD SUITE 600, FAIRFAX, VA, 22030
- Plan Type: 401(k)
- Total Participants: 289
- Total Assets: $24.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 289 | $24.3M | $1.9M | $3.0M |
| 2023 | 211 | $18.0M | $1.4M | $2.2M |
| 2022 | 128 | $11.0M | $823,861 | $1.3M |
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 |
|---|---|---|---|---|
| SC&H ATTEST SERVICES, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SC&H ATTEST SERVICES, P.C. — Auditor
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 | $1,925 | — | — | — | — |
| 2023 | $925 | — | — | — | — |
| 2022 | $805,446 | — | $400 | — | — |