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

> Concept Solutions, LLC's 401(k) plan: 195 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 541941311

- **Sponsor Address:** 11600 SUNRISE VALLEY DRIVE, RESTON, VA, 20191

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

- **Total Participants:** 195

- **Total Assets:** $20.7M

## 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|195|$20.7M|$331,383|$1.9M|

| 2023|188|$16.6M|$271,513|$1.6M|

| 2022|155|$13.2M|$248,503|$1.4M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$61,416|—|$61,416|

| OSAIC WEALTH, INC.|INVESTMENT ADVISOR|$36,554|—|$36,554|

| CLIFTON LARSON ALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTON LARSON ALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $97,970

- **Estimated Expense Ratio:** 0.473% 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|$61,543|—|$61,543|—|—|

| 2023|$50,929|$28,865|$22,064|—|—|

| 2022|$75,016|$26,565|$48,451|—|—|

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