Plan Snapshot
- Plan Sponsor: Systems Planning And Analysis, INC. (EIN 520956951)
- Plan Type: DC
- Total Participants: 2,052
- Total Assets: $428.3M
- Sponsor State: VA
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 2,052 | $428.3M | $16.5M | $24.8M |
| 2023 | 1,542 | $341.0M | $11.4M | $17.0M |
| 2022 | 878 | $213.6M | $6.2M | $10.6M |
Service Providers
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER ($131,655)
- STRATEGIC ADVISORS, INC. — ADVISOR ($57,305)
- CREATIVE PLANNING LEGAL, P.A. — INVESTMENT ADVISOR ($32,500)
- CAPTRUST — INVESTMENT ADVISOR ($22,549)
- CREATIVE PLANNING RETIREMENT SERV. — OTHER SERVICES ($16,250)
- APRIO LLP — ACCOUNTANT/AUDITOR ($10,750)
- SC&H ATTEST SERVICES, P.C. — Auditor ($10,750)