Plan Snapshot
- Plan Sponsor: Itcon Services, LLC
- Sponsor EIN: 264491365
- Sponsor Address: 8150 LEESBURG PIKE, SUITE 507, VIENNA, VA, 221822714
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 116
- Total Assets: $61,828
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 116 | $61,828 | $0 | $0 |
| 2024 | 116 | $119,844 | $326,568 | $16,775 |
| 2023 | 108 | $198,863 | $569,252 | $26,465 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Other Service Provider | $22,050 | — | $22,050 |
| FCE BENEFIT ADMINISTRATIORS, INC | Other Service Provider | $15,844 | $6,160 | $22,004 |
| UNITED WORKERS WELLNESS | Other Service Provider | $9,744 | — | $9,744 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,798
- Estimated Expense Ratio: 87.012% 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 | $50,045 | — | $14,393 | $22,050 | — |
| 2024 | $98,123 | — | $65,939 | $21,000 | — |
| 2023 | $107,133 | — | $98,029 | — | — |