Plan Snapshot
- Plan Sponsor: Peraton Technology Services INC.
- Sponsor EIN: 900622583
- Sponsor Address: 15050 CONFERENCE CENTER DRIVE, CHANTILLY, VA, 20151
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 0
- Total Assets: $17.7M
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 | 0 | $17.7M | $1,104 | $944,982 |
| 2023 | 0 | $16.6M | $24,909 | $877,260 |
| 2022 | 415 | $15.0M | $423,355 | $896,880 |
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 |
|---|---|---|---|---|
| AON CONSULTING | Recordkeeper | $149,316 | — | $149,316 |
| MCCONNELL & JONES, LLP | Auditor | $61,254 | — | $61,254 |
| AMWINS | Other Service Provider | $32,975 | — | $32,975 |
| ANTHEM | Other Service Provider | $32,080 | — | $32,080 |
| LOCKTON | Investment Advisor | $17,197 | — | $17,197 |
| NORTHERN TRUST COMPANY | Other Service Provider | $9,370 | — | $9,370 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSULTING — Recordkeeper
- MCCONNELL & JONES, LLP — Auditor
- LOCKTON — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $302,192
- Estimated Expense Ratio: 1.709% 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 | $406,176 | — | $82,252 | $61,254 | — |
| 2023 | $271,045 | — | $83,915 | $62,293 | — |
| 2022 | $323,801 | — | $37,813 | — | $145,562 |