Plan Snapshot
- Plan Sponsor: Bart & Associates, LLC
- Sponsor EIN: 526383142
- Sponsor Address: 8300 GREENSBORO DRIVE,, MCLEAN, VA, 22102
- Plan Type: 401(k)
- Total Participants: 152
- Total Assets: $20.5M
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 | 152 | $20.5M | $273,962 | $1.4M |
| 2023 | 162 | $24.0M | $203,287 | $1.1M |
| 2022 | 105 | $15.7M | $152,330 | $849,494 |
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 |
|---|---|---|---|---|
| THE CAPITAL GROUP INVESTMENT | INVESTMENT ADVISOR | $32,027 | — | $32,027 |
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,027
- Estimated Expense Ratio: 0.156% 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 | $73,085 | $32,027 | $5,558 | — | — |
| 2023 | $64,146 | $22,388 | $40,758 | — | — |
| 2022 | $66,268 | $1,700 | $64,068 | — | — |