Form 5500 Search
Back to filter
Original filing (PDF)20240109132908NAL0010274416001

KNOWLEDGE LINK INC.

Form 5500
FILING_RECEIVED
KNOWLEDGE LINK INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 25.8 moNo recordkeeper disclosed
Active participants
104
Accounts w/ balance
137
Plan assets (EOY)
$11.2M
Net assets (EOY)
$11.2M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)
79
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
  • Filed 25.8 months past the 10.5-month grace window.
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KNOWLEDGE LINK INC..
Plan sponsor
Name
KNOWLEDGE LINK INC.
EIN
75-3125857
Address
2551 DULLES VIEW DRIVE · SUITE 305 · HERNDON, VA · 20171
Phone
(703) 827-8500
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2020-01-01
Tax period
2020-12-31
Filed
2024-01-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
APRIO, LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

1 rows
Other
1
NameEINLocationRelationDirect compIndirect comp
VOYA RETIREMENT INSURANCE & ANNUITY71-0294708HARFORD, CTSERVICE PROVIDER$0

Investments

1 pooled fund· $10.6M(94% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

InvestmentTypeCurrent value% of plan
VARIABLE ANNUITY ACCOUNT D
VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000
Pooled Separate Account
$10.6M94.2%