Retirement plan

SCIENCE AND TECHNOLOGY ASSOCIATES, INC. EMPLOYEES 401(K) AND PENSION PLAN

Name: SCIENCE AND TECHNOLOGY ASSOCIATES, INC. - SCIENCE AND TECHNOLOGY ASSOCIATES, INC. EMPLOYEES 401(K) AND PENSION PLAN (2024) Form 5500
Creator: SCIENCE AND TECHNOLOGY ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SCIENCE AND TECHNOLOGY ASSOCIATES, INC. EMPLOYEES 401(K) AND PENSION PLAN, SCIENCE AND TECHNOLOGY ASSOCIATES, INC.

SCIENCE AND TECHNOLOGY ASSOCIATES, INC.EIN 54-1214088Plan #002PY 2024

4100 N FAIRFAX DR STE 910 - ARLINGTON, VA 22203703-522-5123stcnet.comLinkedIn201-500 employeesdefense & space

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$18.7M

+31.5% from 2023

Total participants

+5.7% from 2023

Average account balance

$504,451

+20.8% from 2023

Annual return

25.50%

+11.77 pp from 2023

Benchmarks

See 28,896 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort28,896 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$21.83M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$574K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$875K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$30K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.16%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$4635

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2F2G2J2T2E3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$16K

$564 / participant

Other / not subdivided$16K100.0%

% of EOY assets

0.085%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$504,451

$102,393+392.7%

$147,041+243.1%

$80,911+523.5%

Participation rate

100.0%

75.9%+24.1pp

82.2%+17.8pp

67.6%+32.4pp

Annual return

25.50%

134.95%-109.4pp

419.21%-393.7pp

35.63%-10.1pp

Employer contribution / active EE

$13,596

$3,715+266.0%

$4,935+175.5%

$2,756+393.4%

Participant deferral / active EE

$17,660

$6,647+165.7%

$8,071+118.8%

$4,297+311.0%

Admin fee / account holder

$427

$7,943-94.6%

$13,006-96.7%

$6,935-93.8%

SCIENCE AND TECHNOLOGY ASSOCIATES, INC. EMPLOYEES 401(K) AND PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SCIENCE AND TECHNOLOGY ASSOCIATES, INC. EMPLOYEES 401(K) AND PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion