Plan Ledger DOL Form 5500 · updated monthly

Strategic Insight LTD.401(k)

STRATEGIC INSIGHT, LTD 401(K) PLAN · ARLINGTON, VA · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Strategic Insight LTD. reported $103,158 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $9,633 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 2 years on file its reported administrative ratio rose from 0.16% to 0.36%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 751st-largest of 2,266 plans among Virginia employers on file, and the 4,216th of 11,654 in professional & technical services. In 2024, the employer put in $1.00 for every $1.00 employees contributed themselves; active participation has shrunk from 151 to 99 since 2022.

Plan summary
Net assets, end of year$29,624,138
Participants with balances215
Active participants99
Employer contributions$953,669
Employee contributions$950,164
Employer contribution per active participant$9,633
Average account balance$137,787
Benefits paid to participants$4,795,817
Plan auditUnmodified (clean) audit opinion
AuditorRUBINO & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$29.6M · 215 accts · $954K emplr
2023$28.1M · 243 accts · $982K emplr
2022$24.4M · 278 accts · $956K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,538
Investment management$52,060
Audit (IQPA)$33,500
Total administrative$103,158
The Strategic Insight LTD. 401(k) match · 2024
Employer contribution per active participant$9,633
Median for plans this size$2,416
2024$9,633 per active participant
2023$7,497 per active participant
2022$6,333 per active participant

Strategic Insight LTD.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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 · 20246
FIDUCIENT ADVISORS LLC · Investment advisory (plan)$52,060
RUBINO & COMPANY CHARTERED · Accounting / audit$33,500
EMPOWER FINANCIAL SERVICES, INC. · Securities brokerage$50

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

Administrative cost history3
2024$103,158 · 0.36%
2023$55,806 · 0.21%
2022$42,502 · 0.16%
Same employer
Similar plansProfessional & Technical Services · Virginia
Browngreer, PLC VA$29.8M · 0.42%
Eagle Hill Consulting, LLC VA$29.6M · 0.04%
Softrams, LLC VA$29.5M · 0.51%
Expedition Technology, Inc. VA$29.4M · 0.19%
Highlight Technologies Inc VA$29.4M · 0.47%
2 Circle Incorporated VA$29.3M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 541647149 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.