Plan Snapshot
- Plan Sponsor: Perfect Sense INC.
- Sponsor EIN: 814289291
- Sponsor Address: 12120 SUNSET HILLS ROAD, RESTON, VA, 20190
- Plan Type: 401(k)
- Total Participants: 192
- Total Assets: $38.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 192 | $38.5M | $1.4M | $3.6M |
| 2023 | 244 | $30.2M | $1.3M | $3.2M |
| 2022 | 228 | $21.9M | $980,155 | $2.5M |
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 |
|---|---|---|---|---|
| MITCHELL & COMPANY | 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 | $73,103 | $18,610 | — | — | — |
| 2023 | $52,455 | $50,840 | — | — | — |
| 2022 | $51,853 | — | — | — | — |