Plan Snapshot
- Plan Sponsor: Pal-Tech, INC.
- Sponsor EIN: 521531322
- Sponsor Address: 3050 CHAIN BRIDGE RD, FAIRFAX, VA, 22030
- Plan Type: 401(k)
- Total Participants: 34
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 34 | $0 | $0 | $0 |
| 2024 | 34 | $10.8M | $171,140 | $406,391 |
| 2023 | 34 | $9.2M | $182,171 | $420,626 |
| 2022 | 33 | $8.0M | $182,055 | $392,920 |
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 |
|---|---|---|---|---|
| KOSITZKA WICKS AND COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KOSITZKA WICKS AND COMPANY — Auditor
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 | $946 | $111 | — | — | — |
| 2024 | $3,837 | $407 | — | — | — |
| 2023 | $4,342 | $824 | — | — | — |
| 2022 | $5,160 | $1,189 | — | — | — |