Plan Snapshot
- Plan Sponsor: Tiber Creek Consulting, INC
- Sponsor EIN: 541759962
- Sponsor Address: 12015 LEE JACKSON MEMORIAL HWY, FAIRFAX, VA, 22033
- Plan Type: 401(k)
- Total Participants: 237
- Total Assets: $36.4M
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 | 237 | $36.4M | $810,244 | $2.6M |
| 2023 | 209 | $29.1M | $684,365 | $2.2M |
| 2022 | 190 | $22.3M | $602,613 | $1.9M |
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 |
|---|---|---|---|---|
| SAGGAR & ROSENBERG, P.C. | ACCOUNTANT/AUDITOR | $15,000 | — | $15,000 |
| SIKICH CPA LLC | Auditor | $15,000 | — | $15,000 |
| THE CAPITAL GROUP INV ADVISORY | ADVISOR | $10,000 | — | $10,000 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $9,109 | — | $9,109 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — Auditor
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,109
- Estimated Expense Ratio: 0.135% 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 | $24,453 | $19,109 | — | $15,000 | — |
| 2023 | $21,899 | $18,529 | — | — | — |
| 2022 | $15,280 | $6,754 | — | — | — |