Plan Snapshot
- Plan Sponsor: Tech Wizards
- Sponsor EIN: 202182474
- Sponsor Address: 17002 DAHLGREN RD, KING GEORGE, VA, 224855812
- Plan Type: 401(k)
- Total Participants: 240
- Total Assets: $13.6M
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 | 240 | $13.6M | $1.7M | $863,354 |
| 2023 | 182 | $9.4M | $1.6M | $647,474 |
| 2022 | 163 | $6.1M | $1.2M | $519,804 |
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 |
|---|---|---|---|---|
| LONG & ASSOCIATES P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LONG & ASSOCIATES P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $58,588 | — | $58,588 | — | — |
| 2023 | $33,071 | — | $33,071 | — | — |
| 2022 | $1,570 | — | $1,570 | — | — |