Plan Snapshot
- Plan Sponsor: St Engineering Idirect, INC.
- Sponsor EIN: 541736959
- Sponsor Address: 13861 SUNRISE VALLEY DR., HERNDON, VA, 20171
- Plan Type: 401(k)
- Total Participants: 473
- Total Assets: $161.6M
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 | 473 | $161.6M | $1.9M | $7.4M |
| 2023 | 533 | $137.3M | $1.9M | $7.5M |
| 2022 | 532 | $111.8M | $1.9M | $7.3M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | $15,225 | — | $15,225 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,225
- Estimated Expense Ratio: 0.009% 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 | -$111,149 | $40,469 | — | $15,225 | — |
| 2023 | -$54,388 | $32,340 | — | $14,700 | — |
| 2022 | -$91,582 | $26,159 | — | — | — |