Retirement plan

EXPEDITIONARY TECHNOLOGY SERVICES, INC. 401K PLAN

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

EXPEDITIONARY TECHNOLOGY SERVICESEIN 58-2416827Plan #001PY 2024

3948 AVIATION CIRCLE NW - ATLANTA, GA 30336770-434-1200LinkedIn11-50 employeesinformation technology and services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$495K

-22.0% from 2023

Total participants

+14.3% from 2023

Average account balance

$82,447

-9.1% from 2023

Annual return

11.09%

-8.34 pp from 2023

Benchmarks

See 143,561 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort143,561 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$495K

Not enough data

1 years with asset history on file

Average account balance

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

$82K

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.

85.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$46K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+11.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$42794

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$257K

$36681 / participant

Other / not subdivided$257K100.0%

% of EOY assets

51.905%

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

$82,447

$160,028-48.5%

$147,080-43.9%

$145,884-43.5%

Participation rate

71.4%

84.0%-12.6pp

82.2%-10.8pp

80.3%-8.9pp

Annual return

11.09%

98.60%-87.5pp

420.17%-409.1pp

551.85%-540.8pp

Employer contribution / active EE

$2,331

$5,286-55.9%

$4,933-52.7%

$4,662-50.0%

Participant deferral / active EE

$4,300

$8,422-48.9%

$8,066-46.7%

$6,690-35.7%

Admin fee / account holder

$42,794

$15,030+184.7%

$12,989+229.5%

$13,392+219.6%

EXPEDITIONARY TECHNOLOGY SERVICES, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EXPEDITIONARY TECHNOLOGY SERVICES, INC. 401K 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