Plan Snapshot
- Plan Sponsor: Citizant, INC.
- Sponsor EIN: 541938481
- Sponsor Address: 5175 PARKSTONE DRIVE, SUITE 110, CHANTILLY, VA, 201513816
- Plan Type: 401(k)
- Total Participants: 227
- Total Assets: $16.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 227 | $16.1M | $608,238 | $1.2M |
| 2023 | 211 | $14.0M | $380,142 | $940,686 |
| 2022 | 226 | $12.0M | $336,136 | $826,460 |
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 |
|---|---|---|---|---|
| BDO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO — 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 | $81,710 | $12,309 | $49,938 | — | — |
| 2023 | $64,903 | $11,258 | $37,466 | — | — |
| 2022 | $59,864 | $9,864 | $35,752 | — | $14,248 |