Plan Snapshot
- Plan Sponsor: Cps Professional Services, LLC D/B/A Cathexis
- Sponsor EIN: 113769711
- Sponsor Address: 8300 GREENSBORO DRIVE, SUITE 720, TYSONS, VA, 221023605
- Plan Type: 401(k)
- Total Participants: 168
- Total Assets: $7.8M
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 | 168 | $7.8M | $544,680 | $1.2M |
| 2023 | 168 | $6.1M | $461,166 | $987,775 |
| 2022 | 144 | $4.3M | $424,387 | $922,831 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $45,965 | — | $45,965 |
| SIGNATURE ESTATE SECURITIES, LLC | OTHER SERVICES | — | $27,951 | $27,951 |
| APRIO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- APRIO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,916
- Estimated Expense Ratio: 0.948% 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 | $45,965 | — | $45,965 | — | — |
| 2023 | $32,031 | — | $32,031 | — | — |
| 2022 | $23,698 | — | $23,698 | — | — |