Plan Snapshot
- Plan Sponsor: Strategic Insight Ltd.
- Sponsor EIN: 541647149
- Sponsor Address: 2900 CRYSTAL DRIVE, SUITE 1000, ARLINGTON, VA, 22202
- Plan Type: 401(k)
- Total Participants: 99
- Total Assets: $29.6M
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 | 99 | $29.6M | $953,669 | $950,164 |
| 2023 | 131 | $28.1M | $982,106 | $1.0M |
| 2022 | 151 | $24.4M | $956,302 | $969,175 |
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 |
|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | INVESTMENT ADVISOR | $52,060 | — | $52,060 |
| RUBINO & COMPANY CHARTERED | AUDITOR | $33,500 | — | $33,500 |
| RUBINO & COMPANY | Auditor | $33,500 | — | $33,500 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $17,538 | — | $17,538 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUBINO & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $136,598
- Estimated Expense Ratio: 0.461% 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 | $103,158 | $52,060 | — | $33,500 | — |
| 2023 | $55,806 | $40,630 | — | — | — |
| 2022 | $42,502 | — | $42,502 | — | — |