# Concept Plus, LLC 401(k) Plan
Source: https://planprovider.pro/companies/concept-plus-llc-401k-plan

> Concept Plus, LLC's 401(k) plan: 189 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Concept Plus, LLC

- **Sponsor EIN:** 263246931

- **Sponsor Address:** 12150 MONUMENT DR STE 615, FAIRFAX, VA, 22033

- **Plan Type:** 401(k)

- **Total Participants:** 189

- **Total Assets:** $18.3M

## 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|189|$18.3M|$582,691|$1.3M|

| 2023|123|$15.3M|$437,938|$1.1M|

| 2022|135|$13.7M|$400,883|$975,126|

## 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|

| MID ATLANTIC FINANCIAL MANAGEMENT I|INVESTMENT ADVISOR|$41,115|—|$41,115|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$19,467|—|$19,467|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$5,115|—|$5,115|

| APRIO LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [APRIO LLP](https://planprovider.pro/provider/aprio-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $65,697

- **Estimated Expense Ratio:** 0.359% 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|$65,697|$46,230|—|—|—|

| 2023|$53,833|$35,844|—|—|—|

| 2022|$35,607|—|$35,607|—|—|

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