Plan Snapshot
- Plan Sponsor: Fyi - For Your Information, INC.
- Sponsor EIN: 521517612
- Sponsor Address: 8484 GEORGIA AVENUE, SUITE 220, SILVER SPRING, MD, 20910
- Plan Type: 401(k)
- Total Participants: 114
- Total Assets: $6.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 114 | $6.0M | $113,943 | $701,723 |
| 2023 | 116 | $5.5M | $97,392 | $626,437 |
| 2022 | 103 | $3.7M | $82,294 | $508,997 |
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 |
|---|---|---|---|---|
| CST GROUP CPAS PC | Auditor | — | — | $0 |
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 | $5,300 | — | $4,700 | — | — |
| 2023 | $17,608 | — | $3,300 | — | — |
| 2022 | $8,700 | — | — | — | — |