Plan Snapshot
- Plan Sponsor: Specter Ops, INC.
- Sponsor EIN: 815433354
- Sponsor Address: 100 N PITT ST., ALEXANDRIA, VA, 22314
- Plan Type: 401(k)
- Total Participants: 159
- Total Assets: $13.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 159 | $13.7M | $908,539 | $1.8M |
| 2023 | 127 | $9.2M | $647,617 | $1.3M |
| 2022 | 90 | $5.0M | $445,591 | $909,341 |
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 |
|---|---|---|---|---|
| BENEFIT TRUST COMPANY | CUSTODIAN | — | $9,897 | $9,897 |
| GUIDELINE, INC. | RECORDKEEPER | $8,553 | — | $8,553 |
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GUIDELINE, INC. — RECORDKEEPER
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,450
- Estimated Expense Ratio: 0.135% 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 | $9,498 | $8,902 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |