Plan Snapshot
- Plan Sponsor: Strategic Business Systems, INC.
- Sponsor EIN: 541994992
- Sponsor Address: 5180 PARKSTONE DRIVE, CHANTILLY, VA, 201513814
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $10.5M
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 | 100 | $10.5M | $64,109 | $782,774 |
| 2023 | 95 | $9.8M | $59,127 | $708,029 |
| 2022 | 87 | $8.5M | $51,520 | $616,085 |
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 |
|---|---|---|---|---|
| BRONTIDE LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BRONTIDE LLC — Auditor
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 | $60,039 | — | $60,039 | — | — |
| 2023 | $53,319 | — | $53,319 | — | — |
| 2022 | $58,097 | $55,322 | $2,775 | — | — |