Plan Snapshot
- Plan Sponsor: P5 Strategies, LLC
- Sponsor EIN: 844249008
- Sponsor Address: 3001 WASHINGTON BLVD., 7TH FLOOR, ARLINGTON, VA, 22201
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 137 | $18.9M | $1.3M | $1.4M |
| 2023 | 142 | $14.3M | $1.2M | $1.2M |
| 2022 | 106 | $9.9M | $959,033 | $1.0M |
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 |
|---|---|---|---|---|
| ALLIANCE BERNSTEIN LP | Investment Advisor | $46,292 | — | $46,292 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $14,898 | — | $14,898 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,190
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 | $1,183,770 | $51,771 | — | — | — |
| 2024 | $58,780 | — | $850 | — | — |
| 2023 | $42,592 | $33,740 | $8,852 | — | — |
| 2022 | $20,332 | — | $20,332 | — | — |