# Strategic Technology Institute, INC. 401(k) Plan
Source: https://planprovider.pro/companies/strategic-technology-institute-inc-401k-plan-002

> Strategic Technology Institute, INC.'s 401(k) plan: 771 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Strategic Technology Institute, INC.

- **Sponsor EIN:** 521449891

- **Sponsor Address:** 6000 EXECUTIVE BOULEVARD, SUITE 205, ROCKVILLE, MD, 20852

- **Plan Type:** 401(k)

- **Total Participants:** 771

- **Total Assets:** $12.2M

## 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|771|$12.2M|$2.2M|$1.5M|

| 2023|703|$8.5M|$1.6M|$1.1M|

| 2022|501|$5.8M|$1.7M|$784,305|

## 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|CONTRACT ADMINISTRATOR|$113,710|—|$113,710|

| AMERIPRISE FINANCIAL SERVICES INC|OTHER SERVICES|—|$23,304|$23,304|

| THE RETIREMENT ADVANTAGE, INC.|CONTRACT ADMINISTRATOR|$8,263|$4,400|$12,663|

| UHY LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [AMERIPRISE FINANCIAL SERVICES INC](https://planprovider.pro/provider/ameriprise-financial-services-llc) — OTHER SERVICES

- [UHY LLP](https://planprovider.pro/provider/uhy-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $149,677

- **Estimated Expense Ratio:** 1.228% 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|$121,958|—|$121,958|—|—|

| 2023|$82,864|—|$82,864|—|—|

| 2022|$96,544|—|$96,544|—|—|

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