Plan Snapshot
- Plan Sponsor: Dean & Company Strategy Consultants, LLC
- Sponsor EIN: 901068380
- Sponsor Address: 1600 TYSONS BLVD, MCLEAN, VA, 22102
- Plan Type: 401(k)
- Total Participants: 138
- Total Assets: $64.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 138 | $64.4M | $1.1M | $2.4M |
| 2023 | 143 | $54.5M | $950,128 | $2.2M |
| 2022 | 125 | $42.2M | $807,839 | $1.9M |
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 |
|---|---|---|---|---|
| DAVIDSON, DOYLE & HILTON, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DAVIDSON, DOYLE & HILTON, LLP — Auditor
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 | $49,344 | $2,911 | — | — | — |
| 2023 | $35,734 | $1,702 | — | — | — |
| 2022 | $3,278 | $971 | — | — | — |