Plan Snapshot
- Plan Sponsor: Vantage Systems INC
- Sponsor EIN: 521795685
- Sponsor Address: 10210 GREENBELT ROAD, LANHAM, MD, 20706
- Plan Type: 401(k)
- Total Participants: 118
- Total Assets: $13.0M
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 | 118 | $13.0M | $769,198 | $1.7M |
| 2023 | 152 | $11.9M | $665,235 | $1.5M |
| 2022 | 139 | $9.5M | $220,030 | $516,452 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $9,077 | — | $9,077 |
| VALUEWEALTH SERVICES, LLC | INVESTMENT/FINANCIAL ADVI | $8,513 | — | $8,513 |
| ALTA CPA GROUP LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- ALTA CPA GROUP LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,590
- Estimated Expense Ratio: 0.136% 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 | $39,798 | — | — | — | — |
| 2023 | $40,772 | $26,063 | $13,849 | — | — |
| 2022 | — | — | — | — | — |