Plan Snapshot
- Plan Sponsor: Changeis, INC.
- Sponsor EIN: 510661181
- Sponsor Address: 1530 WILSON BLVD. SUITE 700, ROSSLYN, VA, 22209
- Plan Type: 401(k)
- Total Participants: 168
- Total Assets: $9.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 168 | $9.6M | $541,819 | $1.3M |
| 2023 | 178 | $7.4M | $553,159 | $1.3M |
| 2022 | 158 | $5.5M | $515,499 | $1.2M |
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 |
|---|---|---|---|---|
| PCS RETIREMENT LLC | CONTRACT ADMINISTRATOR | $30,867 | — | $30,867 |
| WASHINGTON FINANCIAL GROUP, LLP | INVESTMENT MANAGER | $28,647 | — | $28,647 |
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PCS RETIREMENT LLC — CONTRACT ADMINISTRATOR
- SIKICH CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,514
- Estimated Expense Ratio: 0.619% 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 | $59,514 | — | $28,647 | — | — |
| 2023 | $54,453 | $24,745 | $29,708 | — | — |
| 2022 | $47,643 | $15,128 | $32,515 | — | — |