Plan Snapshot
- Plan Sponsor: Executive 1 Hc LLC
- Sponsor EIN: 823076130
- Sponsor Address: 7918 JONES BRANCH DRIVE, MCLEAN, VA, 22102
- Plan Type: 401(k)
- Total Participants: 160
- Total Assets: $9.7M
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 | 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 ADVISORY | $26,602 | — | $26,602 |
| TRANSAMERICA FINANCIAL LIFE INS CO | RECORDKEEPER | $17,793 | — | $17,793 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERRILL LYNCH LIFE AGENCY, INC. — INVESTMENT ADVISORY
- TRANSAMERICA FINANCIAL LIFE INS CO — RECORDKEEPER
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,395
- Estimated Expense Ratio: 0.456% 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 | $44,395 | $26,602 | — | — | — |
| 2023 | $39,131 | $22,539 | — | — | — |
| 2022 | $38,162 | $22,344 | — | — | — |