Plan Snapshot
- Plan Sponsor: Reston Limousine & Travel Serv
- Sponsor EIN: 541565316
- Sponsor Address: 45685 ELMWOOD CT, STERLING, VA, 201664209
- Plan Type: 401(k)
- Total Participants: 343
- Total Assets: $2.8M
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 | 343 | $2.8M | $148,591 | $470,006 |
| 2023 | 298 | $2.1M | $138,452 | $378,920 |
| 2022 | 328 | $1.7M | $116,759 | $317,662 |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | RECORDKEEPER | $22,773 | — | $22,773 |
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — RECORDKEEPER
- SIKICH CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,773
- Estimated Expense Ratio: 0.808% 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 | $23,522 | — | $22,662 | — | — |
| 2023 | $22,110 | — | $21,250 | — | — |
| 2022 | $7,383 | — | $7,383 | — | — |