Plan Snapshot
- Plan Sponsor: Nysmith School For The Gifted, I
- Sponsor EIN: 541261897
- Sponsor Address: 13625 EDS DRIVE, HERNDON, VA, 20171
- Plan Type: 401(k)
- Total Participants: 175
- Total Assets: $10.9M
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 | 175 | $10.9M | $0 | $602,890 |
| 2023 | 164 | $9.7M | $0 | $508,148 |
| 2022 | 153 | $7.6M | $0 | $489,972 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $25,522 | $10,775 | — | — | — |
| 2023 | $31,668 | — | — | — | — |
| 2022 | $30,050 | — | — | — | — |