Plan Snapshot
- Plan Sponsor: Integrated Finance And Accounting Solutions
- Sponsor EIN: 510615428
- Sponsor Address: 3033 WILSON BLVD, ARLINGTON, VA, 22201
- Plan Type: 401(k)
- Total Participants: 225
- Total Assets: $4.2M
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 | 225 | $4.2M | $414,070 | $709,105 |
| 2023 | 144 | $3.8M | $179,205 | $571,015 |
| 2022 | 55 | $2.5M | $116,608 | $285,435 |
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 |
|---|---|---|---|---|
| LUCAS PHAM - ROCK CREEK ADVISORS | 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 | $5,325 | — | $5,325 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |