Plan Snapshot
- Plan Sponsor: Bae Sys Applied Intelligence Gcs
- Sponsor EIN: 541585773
- Sponsor Address: 8000 TOWERS CRESCENT DRIVE SUITE 13, VIENNA, VA, 22182
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $20.7M
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 | 7 | $20.7M | $83,311 | $165,304 |
| 2023 | 10 | $19.2M | $47,948 | $189,084 |
| 2022 | 11 | $17.3M | $245,042 | $540,774 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $12,744 | — | $12,744 |
| TAWNEY PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- TAWNEY PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,744
- Estimated Expense Ratio: 0.062% 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 | $6,362 | — | $6,362 | — | — |
| 2023 | $18,886 | — | $18,886 | — | — |
| 2022 | $39,902 | — | $39,902 | — | — |