Plan Snapshot
- Plan Sponsor: Prime Response, INC.
- Sponsor EIN: 475528960
- Sponsor Address: 1800 DIAGONAL ROAD, ALEXANDRIA, VA, 22314
- Plan Type: 401(k)
- Total Participants: 172
- Total Assets: $5.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 172 | $5.8M | $175,487 | $483,106 |
| 2023 | 181 | $5.0M | $261,880 | $405,535 |
| 2022 | 129 | $3.7M | $145,615 | $329,000 |
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 |
|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | ADVISOR | — | $15,207 | $15,207 |
| BISHOP, FARMER & CO. LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KESTRA INVESTMENT SERVICES LLC — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,207
- Estimated Expense Ratio: 0.263% 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 | $2,985 | — | — | — | — |
| 2023 | $2,688 | — | — | — | — |
| 2022 | $2,931 | — | — | — | — |