Plan Snapshot
- Plan Sponsor: Serco INC.
- Sponsor EIN: 222902286
- Sponsor Address: 1230 WORLDGATE DRIVE, HERNDON, VA, 20170
- Plan Type: 401(k)
- Total Participants: 7,147
- Total Assets: $744.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 7,147 | $744.1M | $20.6M | $47.0M |
| 2023 | 7,402 | $660.9M | $19.9M | $45.5M |
| 2022 | 7,688 | $552.3M | $19.0M | $42.8M |
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 |
|---|---|---|---|---|
| APRIO LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- APRIO LLC — 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 | $1,337,741 | $463,392 | $844,833 | — | — |
| 2023 | $2,114,954 | $473,453 | $904,758 | — | — |
| 2022 | $1,878,267 | — | — | — | — |