Plan Snapshot
- Plan Sponsor: Streetsense, LLC
- Sponsor EIN: 451956526
- Sponsor Address: 641 S STREET NW, WASHINGTON, DC, 20001
- Plan Type: 401(k)
- Total Participants: 104
- Total Assets: $9.8M
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 | 104 | $9.8M | $137,901 | $967,719 |
| 2023 | 130 | $9.0M | $186,550 | $1.0M |
| 2022 | 151 | $7.6M | $171,561 | $1.0M |
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 | $45,757 | — | $45,757 |
| ONEDIGITAL INVESTMENT ADVISORS | INVESTMENT ADVISORY | $17,992 | $8 | $18,000 |
| RW GROUP LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS — INVESTMENT ADVISORY
- RW GROUP LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,757
- Estimated Expense Ratio: 0.650% 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 | $63,754 | $17,996 | $45,758 | — | — |
| 2023 | $61,399 | $13,982 | $47,417 | — | — |
| 2022 | $56,971 | $13,996 | $42,975 | — | — |