Plan Snapshot
- Plan Sponsor: Constellis 401(K) Plan
- Sponsor EIN: 473297412
- Sponsor Address: 13530 DULLES TECHNOLOGY DR, HERNDON, VA, 20171
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 10,232
- Total Assets: $606.6M
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. |
|---|---|---|---|---|
| 2023 | 10,232 | $606.6M | $42.2M | $39.8M |
| 2022 | 14,120 | $548.3M | $0 | $0 |
| 2021 | 12,798 | $635.8M | $0 | $0 |
| 2020 | 12,659 | $564.9M | $0 | $0 |
| 2019 | 15,152 | $503.8M | $0 | $0 |
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 |
|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | Recordkeeper | $707,458 | — | $707,458 |
| VOYA RETIREMENT ADVISORS, LLC | Investment Advisor | $355,580 | — | $355,580 |
| SAGEVIEW ADVISORY GROUP, LLC | Investment Advisor | $80,000 | — | $80,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VOYA RETIREMENT ADVISORS, LLC — Investment Advisor
- SAGEVIEW ADVISORY GROUP, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,143,038
- Estimated Expense Ratio: 0.188% 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 |
|---|---|---|---|---|---|
| 2023 | $1,349,413 | $435,580 | $372,475 | — | — |
| 2022 | $76,326,869 | — | — | — | — |
| 2021 | $92,321,767 | — | — | — | — |
| 2020 | $89,059,981 | $1,066,014 | — | — | — |
| 2019 | $58,235,914 | $759,215 | — | — | — |