Plan Snapshot
- Plan Sponsor: Global Exchange Connection LLC
- Sponsor EIN: 205486326
- Sponsor Address: 7610 DOANE DR, MANASSAS, VA, 201092430
- Plan Type: 401(k)
- Total Participants: 77
- Total Assets: $1.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 77 | $1.3M | $16,320 | $79,298 |
| 2023 | 87 | $1.0M | $16,694 | $82,653 |
| 2022 | 95 | $696,857 | $14,095 | $65,427 |
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 |
|---|---|---|---|---|
| KOSITZKA, WICKS AND COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KOSITZKA, WICKS AND COMPANY — Auditor
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 | $77,895 | — | $1,711 | — | — |
| 2023 | $2,137 | $213 | $1,136 | — | — |
| 2022 | $402 | $207 | $195 | — | — |