# Strategic Insight Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/strategic-insight-ltd-401k-plan

> Strategic Insight Ltd.'s 401(k) plan: 99 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/rubino-and-company-chartered) — 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/strategic-insight-ltd-401k-plan)

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