# Expedition Technology, INC. 401(k) Plan
Source: https://planprovider.pro/companies/expedition-technology-inc-401k-plan

> Expedition Technology, INC.'s 401(k) plan: 115 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Expedition Technology, INC.

- **Sponsor EIN:** 464016188

- **Sponsor Address:** 13865 SUNRISE VALLEY DRIVE, HERNDON, VA, 20171

- **Plan Type:** 401(k)

- **Total Participants:** 115

- **Total Assets:** $21.0M

## 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.|

| 2024|115|$21.0M|$2.5M|$2.2M|

| 2023|130|$13.9M|$1.6M|$1.4M|

| 2022|101|$8.8M|$1.2M|$1.0M|

## 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|

| KESTRA INVESTMENT SERVICES LLC|ADVISOR|$20,273|—|$20,273|

| BETHKE CPA, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KESTRA INVESTMENT SERVICES LLC](https://planprovider.pro/provider/sentinel-group) — ADVISOR

- [BETHKE CPA, LLC](https://planprovider.pro/provider/bethke-cpa-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $20,273

- **Estimated Expense Ratio:** 0.097% 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|$21,935|$22,062|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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