Plan Snapshot
- Plan Sponsor: Executive 1 Hc LLC
- Sponsor EIN: 823076130
- Sponsor Address: 7918 JONES BRANCH DRIVE, MCLEAN, VA, 22102
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 214
- Total Assets: $12.0M
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. |
|---|---|---|---|---|
| 2025 | 214 | $12.0M | $0 | $0 |
| 2024 | 160 | $9.7M | $431,173 | $874,798 |
| 2023 | 144 | $8.5M | $356,336 | $713,018 |
| 2022 | 126 | $7.4M | $373,253 | $717,382 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH LIFE AGENCY, INC. | Investment Advisor | $31,720 | — | $31,720 |
| TRANSAMERICA FINANCIAL LIFE INS CO | Recordkeeper | $23,116 | — | $23,116 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,836
- Estimated Expense Ratio: 0.457% 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 |
|---|---|---|---|---|---|
| 2025 | $683,699 | $31,720 | — | — | — |
| 2024 | $44,395 | $26,602 | — | — | — |
| 2023 | $39,131 | $22,539 | — | — | — |
| 2022 | $38,162 | $22,344 | — | — | — |