Plan Snapshot
- Plan Sponsor: Strategic Operational Solutions, INC.
- Sponsor EIN: 205439932
- Sponsor Address: 21580 BEAUMEADE CIRCLE, ASHBURN, VA, 20147
- Plan Type: 401(k)
- Total Participants: 111
- Total Assets: $6.0M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 111 | $6.0M | $351,547 | $638,784 |
| 2023 | 91 | $5.8M | $276,894 | $480,043 |
| 2022 | 71 | $5.3M | $140,017 | $358,059 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $22,962 | — | $22,962 |
| AMERITAS ADVISORY SERVICES, LLC | Investment Advisor | $14,448 | $7 | $14,455 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AMERITAS ADVISORY SERVICES, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,417
- Estimated Expense Ratio: 0.623% 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 | $37,414 | $14,451 | $22,963 | — | — |
| 2023 | $41,886 | $13,384 | $28,502 | — | — |
| 2022 | $43,527 | $14,091 | $29,436 | — | — |