# Serco INC. 401(k) Plan
Source: https://planprovider.pro/companies/serco-inc-401k-plan-003

> Serco INC.'s 401(k) plan: 7,147 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| VOYA INSTITUTIONAL PLAN SERVICES|RECORD KEEPER|$523,040|—|$523,040|

| VOYA RETIREMENT ADVISORS, LLC|INVEST ADVISOR|$463,392|—|$463,392|

| SAGE VIEW ADVISORY|CONSULTANT|$85,000|—|$85,000|

| APRIO LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [VOYA RETIREMENT ADVISORS, LLC](https://planprovider.pro/provider/voya-financial) — INVEST ADVISOR

- [APRIO LLC](https://planprovider.pro/provider/aprio-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,071,432

- **Estimated Expense Ratio:** 0.144% 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|$1,337,741|$463,392|$844,833|—|—|

| 2023|$2,114,954|$473,453|$904,758|—|—|

| 2022|$1,878,267|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/serco-inc-401k-plan-003)

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