Plan Snapshot
- Plan Sponsor: Hackerusa, INC. D/B/A Thrivedx
- Sponsor EIN: 300997446
- Sponsor Address: 10440 LITTLE PATUXENT PARKWAY, COLUMBIA, MD, 21044
- Plan Type: 401(k)
- Total Participants: 338
- Total Assets: $5.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 338 | $5.5M | $522,927 | $928,660 |
| 2023 | 667 | $4.4M | $579,694 | $1.1M |
| 2022 | 945 | $3.5M | $743,473 | $1.4M |
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 |
|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS, LLC | Investment Advisor | $23,769 | — | $23,769 |
| EMPOWER ANNUITY INS. CO. OF AMERICA | Recordkeeper | $16,653 | — | $16,653 |
| PENSION SERVICES, INC. | Other Service Provider | $7,200 | — | $7,200 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,622
- Estimated Expense Ratio: 0.861% 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 | $46,757 | — | — | — | — |
| 2023 | $24,092 | — | $24,092 | — | — |
| 2022 | $13,142 | — | $13,142 | — | — |