# Vae, INC. 401(k) Plan
Source: https://planprovider.pro/companies/vae-inc-401k-plan

> Vae, INC.'s 401(k) plan: 191 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Vae, INC.

- **Sponsor EIN:** 541984449

- **Sponsor Address:** 5501 BACKLICK RD., SPRINGFIELD, VA, 20151

- **Plan Type:** 401(k)

- **Total Participants:** 191

- **Total Assets:** $27.4M

## 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|191|$27.4M|$865,713|$1.8M|

| 2023|184|$23.9M|$857,479|$1.8M|

| 2022|181|$19.5M|$839,338|$1.8M|

## 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|

| CREATIVE PLANNING INC|INVESTMENT ADVISORY|$69,293|—|$69,293|

| MATRIX TRUST COMPANY|RECORDKEEPER/CUSTODIAL|$13,288|—|$13,288|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CREATIVE PLANNING INC](https://planprovider.pro/provider/aspire-financial-services) — INVESTMENT ADVISORY

- [MATRIX TRUST COMPANY](https://planprovider.pro/provider/aspire-financial-services) — RECORDKEEPER/CUSTODIAL

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $82,581

- **Estimated Expense Ratio:** 0.301% 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|$82,582|—|—|—|—|

| 2023|$67,713|$51,376|$14,946|—|—|

| 2022|$69,452|$69,452|—|—|—|

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