Plan Snapshot
- Plan Sponsor: Booz Allen Hamilton INC.
- Sponsor EIN: 362513626
- Sponsor Address: 8283 GREENSBORO DRIVE, MCLEAN, VA, 221023830
- Plan Type: 401(k)
- Total Participants: 36,956
- Total Assets: $9.3B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 36,956 | $9.3B | $240.1M | $381.2M |
| 2023 | 34,650 | $8.0B | $212.5M | $348.5M |
| 2022 | 32,015 | $6.6B | $184.1M | $306.4M |
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 |
|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | NONE | — | $1,158,666 | $1,158,666 |
| OLIO FINANCIAL PLANNING | NONE | $28,405 | — | $28,405 |
| CHARLES SCHWAB & CO., INC. | NONE | $5,083 | — | $5,083 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB & CO., INC. — NONE
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,192,154
- Estimated Expense Ratio: 0.013% 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 | $5,431,468 | $4,051,490 | — | — | — |
| 2023 | $4,529,039 | $3,233,933 | — | — | — |
| 2022 | $4,068,543 | — | — | — | — |