Plan Snapshot
- Plan Sponsor: Fringe Benefit Plan For Davis-Bacon And Related Acts Employees Of Serv
- Sponsor EIN: 540901256
- Sponsor Address: 10467 WHITE GRANITE DRIVE, OAKTON, VA, 22124
- Plan Type: 401(k)
- Plan Number: 510
- Total Participants: 690
- Total Assets: $59,605
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 690 | $59,605 | $4.1M | $1.0M |
| 2023 | 604 | $417,671 | $3.8M | $977,072 |
| 2022 | 599 | $99,099 | $3.9M | $854,783 |
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 |
|---|---|---|---|---|
| GOVERNMENT SERVICE ADMINISTRATORS | Recordkeeper | $154,412 | — | $154,412 |
| CITRIN COOPERMAN & COMPANY, LLP | Auditor | $17,010 | — | $17,010 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $171,422
- Estimated Expense Ratio: 287.597% 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 | $171,442 | — | $154,412 | $17,010 | — |
| 2023 | $177,409 | — | $144,255 | $16,170 | — |
| 2022 | $162,984 | — | $142,512 | — | — |