Plan Snapshot
- Plan Sponsor: Psb Insights, LLC
- Sponsor EIN: 522346069
- Sponsor Address: 1801 K STREET NW,, WASHINGTON, DC, 20006
- Plan Type: 401(k)
- Total Participants: 81
- Total Assets: $16.3M
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 | 81 | $16.3M | $366,832 | $1.0M |
| 2023 | 86 | $14.1M | $385,688 | $985,660 |
| 2022 | 103 | $12.1M | $381,537 | $890,405 |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $21,268 | — | $21,268 |
| 401K ADVISORS INC | Investment Advisor | $19,589 | — | $19,589 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
- 401K ADVISORS INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,857
- Estimated Expense Ratio: 0.250% 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 | $69,350 | $37,100 | — | — | — |
| 2023 | $81,870 | $39,226 | — | — | — |
| 2022 | $91,929 | — | — | — | — |