Plan Snapshot
- Plan Sponsor: Presidio LLC
- Sponsor EIN: 411254123
- Sponsor Address: 12100 SUNSET HILLS ROAD SUITE 300, RESTON, VA, 20190
- Plan Type: 401(k)
- Total Participants: 3,026
- Total Assets: $468.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 3,026 | $468.8M | $7.0M | $30.3M |
| 2023 | 2,676 | $407.5M | $6.6M | $29.0M |
| 2022 | 2,623 | $343.1M | $5.8M | $27.3M |
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 |
|---|---|---|---|---|
| DELOITTE & TOUCHE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELOITTE & TOUCHE — Auditor
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 | $534,071 | $65,000 | $46,845 | — | — |
| 2023 | $364,718 | $65,000 | $251,561 | $46,082 | — |
| 2022 | $356,284 | $65,000 | $246,524 | — | $40,500 |