Plan Snapshot
- Plan Sponsor: Peraton Solutions INC.
- Sponsor EIN: 823141520
- Sponsor Address: 12975 WORLDGATE DR., HERNDON, VA, 20170
- Plan Type: 401(k)
- Plan Number: 504
- Total Participants: 1,952
- Total Assets: $3.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,952 | $3.2M | $12.4M | $3.5M |
| 2023 | 2,489 | $2.8M | $10.5M | $3.1M |
| 2022 | 2,274 | $3.0M | $10.4M | $2.9M |
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 |
|---|---|---|---|---|
| GSA NATIONAL | Recordkeeper | $547,269 | — | $547,269 |
| AMERIBEN | Other Service Provider | $509,716 | — | $509,716 |
| MCCONNELL JONES | Auditor | $49,300 | — | $49,300 |
| ANTHEM BLUE CROSS AND BLUE SHIELD | Other Service Provider | $12,499 | — | $12,499 |
| WILMINGTON TRUST | Other Service Provider | $10,360 | — | $10,360 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCCONNELL JONES — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,129,144
- Estimated Expense Ratio: 35.193% of plan assets
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 | $1,132,307 | — | $1,072,647 | $49,300 | — |
| 2023 | $1,026,740 | — | $903,960 | $112,350 | — |
| 2022 | $1,159,688 | $17,935 | $1,096,453 | — | $45,300 |