Plan Snapshot
- Plan Sponsor: J. Spargo & Associates, INC.Dba
- Sponsor EIN: 591894179
- Sponsor Address: 1881 CAMPUS COMMONS DRIVE, RESTON, VA, 20191
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 177
- Total Assets: $16.3M
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 | 177 | $16.3M | $0 | $0 |
| 2024 | 113 | $13.7M | $89,380 | $780,941 |
| 2023 | 107 | $11.2M | $93,315 | $700,233 |
| 2022 | 103 | $9.2M | $86,880 | $633,154 |
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 |
|---|---|---|---|---|
| CST GROUP CPAS PC | 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 |
|---|---|---|---|---|---|
| 2025 | $492,130 | $2,414 | — | — | — |
| 2024 | $4,533 | — | — | — | — |
| 2023 | $3,307 | $1,299 | — | — | — |
| 2022 | $3,154 | — | — | — | — |