Plan Snapshot
- Plan Sponsor: Carahsoft Technology Corp.
- Sponsor EIN: 522189693
- Sponsor Address: 11493 SUNSET HILLS ROAD STE100, RESTON, VA, 20190
- Plan Type: 401(k)
- Total Participants: 3,824
- Total Assets: $115.4M
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 | 3,824 | $115.4M | $3.1M | $17.5M |
| 2023 | 3,206 | $85.3M | $2.5M | $14.3M |
| 2022 | 2,507 | $58.2M | $2.0M | $11.3M |
| 2021 | 2,074 | $56.1M | $0 | $0 |
| 2020 | 1,727 | $40.3M | $0 | $0 |
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 |
|---|---|---|---|---|
| DEMBO JONES | Auditor | $23,200 | — | $23,200 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,200
- Estimated Expense Ratio: 0.020% 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 | -$48,089 | $21,211 | — | $23,200 | — |
| 2023 | -$34,147 | $15,508 | — | — | — |
| 2022 | -$26,690 | $8,556 | — | — | — |
| 2021 | -$22,042 | $2,929 | — | — | — |
| 2020 | $988 | $2 | — | — | — |