Plan Snapshot
- Plan Sponsor: Sos International LLC
- Sponsor EIN: 453780773
- Sponsor Address: 1881 CAMPUS COMMONS DR, RESTON, VA, 20191
- Plan Type: 401(k)
- Total Participants: 1,695
- Total Assets: $173.7M
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 | 1,695 | $173.7M | $3.0M | $8.1M |
| 2023 | 1,426 | $162.2M | $2.8M | $7.5M |
| 2022 | 1,065 | $143.1M | $2.8M | $7.4M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | ADVISOR | $93,500 | — | $93,500 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $78,356 | — | $78,356 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $30,430 | — | $30,430 |
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $202,286
- Estimated Expense Ratio: 0.116% 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 | $202,286 | $123,930 | $600 | — | — |
| 2023 | $193,361 | $118,778 | — | — | — |
| 2022 | $208,623 | $19,484 | — | — | — |