# Peraton Technology Services INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/peraton-technology-services-inc-900622583-502

> Peraton Technology Services INC.'s Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/alight-solutions) — Recordkeeper

- [MCCONNELL & JONES, LLP](https://planprovider.pro/provider/mcconnell-and-jones-llp) — Auditor

- [LOCKTON](https://planprovider.pro/provider/creative-planning) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/peraton-technology-services-inc-900622583-502)

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