Plan Snapshot
- Plan Sponsor: Bogart Associates Of Northern Virginia, LLC
- Sponsor EIN: 432012065
- Sponsor Address: 1768 BUSINESS CENTER DRIVE, RESTON, VA, 20190
- Plan Type: 401(k)
- Total Participants: 215
- Total Assets: $48.2M
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 | 215 | $48.2M | $1.7M | $3.4M |
| 2023 | 256 | $41.5M | $2.0M | $3.7M |
| 2022 | 275 | $33.3M | $1.7M | $3.4M |
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 |
|---|---|---|---|---|
| UHY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY LLP — 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 | $142,101 | — | $123,958 | — | — |
| 2023 | $109,041 | — | $104,465 | — | — |
| 2022 | $88,696 | $50,000 | $6,100 | — | $32,596 |