Plan Snapshot
- Plan Sponsor: Constellis, LLC
- Sponsor EIN: 473297412
- Sponsor Address: 13530 DULLES TECHNOLOGY DRIVE, HERNDON, VA, 20171
- Plan Type: Health & Welfare
- Plan Number: 503
- Total Participants: 4,219
- Total Assets: $356,169
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4,219 | $356,169 | $19.6M | $12.6M |
| 2023 | 4,068 | $4.5M | $19.1M | $14.7M |
| 2022 | 6,146 | $7.3M | $17.6M | $15.1M |
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 |
|---|---|---|---|---|
| ANTHEM HEALTH PLANS OF VIRGINIA INC | Investment Advisor | $36,067,183 | — | $36,067,183 |
| METROPOLITAN LIFE INSURANCE COMPANY | Recordkeeper | $320,235 | — | $320,235 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANTHEM HEALTH PLANS OF VIRGINIA INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,387,418
- Estimated Expense Ratio: 10216.335% 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 | $1,203,650 | — | $1,203,650 | — | — |
| 2023 | $1,093,498 | — | $1,093,498 | — | — |
| 2022 | $964,654 | — | — | — | $964,654 |