# Dean & Company Strategy Consultants, LLC 401(k) Plan
Source: https://planprovider.pro/companies/dean-company-strategy-consultants-llc-401k-plan

> Dean & Company Strategy Consultants, LLC's 401(k) plan: 138 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/davidson-doyle-and-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|—|—|—|

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