Plan Snapshot
- Plan Sponsor: Pansophic Learning Us LLC
- Sponsor EIN: 465237149
- Sponsor Address: 1750 TYSONS BLVD., MCLEAN, VA, 22102
- Plan Type: 401(k)
- Total Participants: 4,277
- Total Assets: $34.3M
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. |
|---|---|---|---|---|
| 2024 | 4,277 | $34.3M | $3.6M | $5.9M |
| 2023 | 1,013 | $22.7M | $2.3M | $3.7M |
| 2022 | 1,445 | $14.4M | $1.8M | $2.8M |
| 2021 | 950 | $12.9M | $0 | $0 |
| 2019 | 521 | $5.9M | $0 | $0 |
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 |
|---|---|---|---|---|
| JANZ & KNIGHT, PLC | 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 | $63,058 | — | $63,058 | — | — |
| 2023 | $23,675 | — | $23,675 | — | — |
| 2022 | $30,415 | — | $30,415 | — | — |
| 2021 | $12,926 | — | $12,926 | — | — |
| 2019 | $11,434 | — | — | — | — |