Plan Ledger DOL Form 5500 · updated monthly

Constellis 401(K) Plan401(k)

CONSTELLIS 401(K) PLAN · HERNDON, VA · plan year 2024

Reported admin expense ratio · 2024
0.17%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Constellis 401(K) Plan reported $1,044,969 in plan administrative expenses for 2024: 0.17% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,549 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 7 years on file its reported administrative ratio fell from 0.45% to 0.17%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 60th-largest of 2,266 plans among Virginia employers on file, and the 275th of 11,654 in professional & technical services. In 2024, the employer put in $1.14 for every $1.00 employees contributed themselves; active participation has grown from 2,710 to 9,437 since 2017.

Plan summary
Net assets, end of year$643,573,858
Participants with balances14,437
Active participants9,437
Employer contributions$33,493,041
Employee contributions$29,442,942
Employer contribution per active participant$3,549
Average account balance$44,578
Benefits paid to participants$111,912,820
Plan auditDisclaimer of opinion
AuditorSARBEY, LEXOW & KAUFMAN
Plan history8
Yearassets · accounts · employer contribution
2024$643.6M · 14,437 accts · $33.5M emplr
2023$606.6M · 13,084 accts · $42.2M emplr
2022$548.3M · 12,489 accts · $45.6M emplr
2021$635.8M · 10,788 accts · $40.6M emplr
2020$564.9M · 10,444 accts · $38.4M emplr
2019$503.8M · $29.9M emplr
2018$45.6M · $1.6M emplr
2017$38.7M · 1,194 accts · $886K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$479,981
Investment management$389,985
Total administrative$1,044,969
The Constellis 401(K) Plan 401(k) match · 2024
Employer contribution per active participant$3,549
Median for plans this size$4,294
2024$3,549 per active participant
2023$4,125 per active participant
2022$4,144 per active participant
2021$4,116 per active participant
2020$3,761 per active participant

Constellis 401(K) Plan's 2024 employer contribution ran below the $4,294 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
VOYA INSTITUTIONAL PLAN SERVICES · Loan processing$655,798
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$389,985
SAGEVIEW ADVISORY GROUP, LLC · Consulting$80,000

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history8
2024$1,044,969 · 0.17%
2023$1,349,413 · 0.23%
2022$1,224,358 · 0.21%
2021$1,228,988 · 0.20%
2020$1,076,985 · 0.20%
2019$756,753 · 0.28%
2018$163,543 · 0.39%
2017$142,801 · 0.45%
Same employer
Similar plansProfessional & Technical Services · Virginia
Maximus, Inc. VA$913.2M · 0.03%
Serco Inc. VA$744.1M · 0.19%
Sophia, L.P. VA$660.3M · 0.04%
Zeta Associates VA$589.9M
Lmi Consulting LLC VA$524.6M · 0.07%
Dewberry Engineers Inc. VA$511.3M · 0.05%
Presidio LLC VA$468.8M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 473297412 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.