Plan Snapshot
- Plan Sponsor: Systems Planning And Analysis, INC.
- Sponsor EIN: 520956951
- Sponsor Address: 2001 N. BEAUREGARD STREET, ALEXANDRIA, VA, 223111739
- Plan Type: DC
- Total Participants: 2,052
- Total Assets: $428.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 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 (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 |
|---|---|---|---|---|
| SC&H ATTEST SERVICES, P.C. | Auditor | $10,750 | — | $10,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SC&H ATTEST SERVICES, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,750
- Estimated Expense Ratio: 0.003% 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 | $270,559 | $57,305 | $300 | $10,750 | — |
| 2023 | $137,322 | $110,606 | — | $19,828 | — |
| 2022 | $88,755 | — | — | — | — |