# Information Technology Strategie 401(k) Plan
Source: https://planprovider.pro/companies/information-technology-strategies-llc-401k-plan

> Information Technology Strategie's 401(k) plan: 89 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Information Technology Strategie

- **Sponsor EIN:** 331019658

- **Sponsor Address:** 23392 SUMMERSTOWN PLACE, DULLES, VA, 20166

- **Plan Type:** 401(k)

- **Total Participants:** 89

- **Total Assets:** $5.0M

## 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.|

| 2024|89|$5.0M|$329,840|$778,584|

| 2023|86|$3.4M|$298,921|$669,690|

| 2022|128|$2.1M|$215,510|$514,366|

## 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|

| UHY LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [UHY LLP](https://planprovider.pro/provider/uhy-llp) — 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|$9,068|—|—|—|—|

| 2023|$1,451|—|$1,451|—|—|

| 2022|—|—|—|—|—|

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