Plan Snapshot
- Plan Sponsor: The Anderson Company, L.L.C.
- Sponsor EIN: 541805611
- Sponsor Address: 12150 TAC CT., MANASSAS, VA, 20109
- Plan Type: 401(k)
- Total Participants: 251
- Total Assets: $10.6M
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 | 251 | $10.6M | $447,560 | $834,869 |
| 2023 | 188 | $9.1M | $395,819 | $700,931 |
| 2022 | 180 | $7.6M | $230,775 | $597,669 |
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 |
|---|---|---|---|---|
| MN BLUM | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MN BLUM — 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 | $4,675 | — | — | — | — |
| 2023 | $4,416 | — | — | — | — |
| 2022 | $3,225 | — | — | — | — |