Plan Snapshot
- Plan Sponsor: Sicpa Securink Corporation
- Sponsor EIN: 521601594
- Sponsor Address: 8000 RESEARCH WAY, SPRINGFIELD, VA, 22153
- Plan Type: 401(k)
- Total Participants: 180
- Total Assets: $65.1M
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 | 180 | $65.1M | $2.5M | $1.8M |
| 2023 | 188 | $55.6M | $857,265 | $1.9M |
| 2022 | 195 | $49.4M | $1.6M | $1.8M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY GLOBAL | NONE | $69,000 | — | $69,000 |
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $65,950 | — | $65,950 |
| KAISER SCHERER & SCHLEGEL PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY GLOBAL — NONE
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- KAISER SCHERER & SCHLEGEL PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $134,950
- Estimated Expense Ratio: 0.207% 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 | $135,000 | $69,000 | — | — | — |
| 2023 | $117,653 | $60,444 | — | — | — |
| 2022 | $123,750 | $61,899 | — | — | — |