Plan Snapshot
- Plan Sponsor: Securigence LLC
- Sponsor EIN: 272425078
- Sponsor Address: 50 CATOCTIN CIRCLE NE, LEESBURG, VA, 201763101
- Plan Type: 401(k)
- Total Participants: 291
- Total Assets: $12.2M
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. |
|---|---|---|---|---|
| 2023 | 291 | $12.2M | $879,443 | $2.2M |
| 2022 | 192 | $6.7M | $830,057 | $1.5M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $95,754 | — | $95,754 |
| S B H U LIFE AGENCY INC | Investment Advisor | — | $43,608 | $43,608 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- S B H U LIFE AGENCY INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $139,362
- Estimated Expense Ratio: 1.139% 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 |
|---|---|---|---|---|---|
| 2023 | $47,877 | — | $47,877 | — | — |
| 2022 | $24,916 | — | $24,916 | — | — |