Plan Snapshot
- Plan Sponsor: Indigo It, LLC
- Sponsor EIN: 542042767
- Sponsor Address: 13241 WOODLAND PARK RD, HERNDON, VA, 20171
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 165
- Total Assets: $11.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 165 | $11.1M | $0 | $0 |
| 2024 | 155 | $9.7M | $377,752 | $844,010 |
| 2023 | 155 | $7.7M | $359,795 | $828,422 |
| 2022 | 154 | $6.3M | $362,275 | $874,027 |
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 ADVISORY SERVICES | Other Service Provider | $25,054 | — | $25,054 |
| JOHN HANCOCK | Recordkeeper | $21,837 | — | $21,837 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,891
- Estimated Expense Ratio: 0.423% 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 |
|---|---|---|---|---|---|
| 2025 | $2,144,947 | $25,054 | $21,837 | — | — |
| 2024 | $37,990 | $36,321 | $1,669 | — | — |
| 2023 | $31,676 | $17,034 | $14,642 | — | — |
| 2022 | $25,097 | $12,259 | $12,838 | — | — |