Plan Snapshot
- Plan Sponsor: Affinaquest Technologies, LLC
- Sponsor EIN: 383780129
- Sponsor Address: 12030 SUNRISE VALLEY DRIVE,, RESTON, VA, 20191
- Plan Type: 401(k)
- Total Participants: 61
- Total Assets: $6.7M
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 | 61 | $6.7M | $323,078 | $867,945 |
| 2023 | 87 | $6.6M | $328,902 | $841,048 |
| 2022 | 82 | $4.9M | $429,263 | $816,138 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT | Auditor | — | — | $0 |
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 | $48,287 | $577 | $47,710 | — | — |
| 2023 | $37,127 | — | $37,127 | — | — |
| 2022 | $29,012 | — | — | — | $29,012 |