Plan Snapshot
- Plan Sponsor: Cpg Beyond, INC.
- Sponsor EIN: 900855545
- Sponsor Address: 19775 BELMONT EXECUTIVE PLAZA, ASHBURN, VA, 20147
- Plan Type: 401(k)
- Total Participants: 248
- Total Assets: $14.1M
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 | 248 | $14.1M | $786,700 | $1.9M |
| 2023 | 184 | $11.7M | $590,904 | $1.4M |
| 2022 | 153 | $8.0M | $614,542 | $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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, LLP | Auditor | — | — | $0 |
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 | $58,351 | $26,062 | $32,289 | — | — |
| 2023 | $42,830 | $18,071 | $24,759 | — | — |
| 2022 | $40,080 | $7,327 | $32,753 | — | — |