Plan Snapshot
- Plan Sponsor: Kearney & Company, P.C.
- Sponsor EIN: 541603527
- Sponsor Address: 1701 DUKE STREET STE 500, ALEXANDRIA, VA, 22314
- Plan Type: 401(k)
- Total Participants: 1,027
- Total Assets: $116.1M
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. |
|---|---|---|---|---|
| 2024 | 1,027 | $116.1M | $2.1M | $9.8M |
| 2023 | 949 | $92.6M | $1.8M | $8.1M |
| 2022 | 813 | $73.1M | $1.7M | $6.8M |
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 |
|---|---|---|---|---|
| COUNCILOR BUCHANAN AND MITCHELL | 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 | $122,762 | $46,465 | — | — | — |
| 2023 | $146,373 | $103,283 | $7,290 | — | — |
| 2022 | $31,054 | — | $7,125 | — | — |