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Original filing (PDF)20241011123539NAL0036915632001

COMPQSOFT, INC.

Form 5500
FILING_RECEIVED
COMPQSOFT, INC. 401(K) PLAN
401(k) retirement plan
Active participants
292
Accounts w/ balance
162
Plan assets (EOY)
$5.2M
Net assets (EOY)
$5.2M
Plan health score (directional)
92
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
  • 55% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • Below-peer total fees (35 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMPQSOFT, INC..
Plan sponsor
Name
COMPQSOFT, INC.
EIN
76-0554431
Address
161 FORT EVANS ROAD NE · SUITE 225 · LEESBURG, VA · 20176
Phone
(703) 344-8445
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-06-30
Tax period
2023-12-31
Filed
2024-10-11
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
YOUNT HYDE AND BARBOUR
Trustee / custodian
Trustee phone

Service providers (Schedule C)

4 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
EMPOWER ANNUITY INSURANCE COMPANYGREENWOOD VILLAGE, CORECORDKEEPER$0
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
CBIZ INVESTMENT ADVISORY SERVICES LCLEVELAND, OHINVESTMENT ADVISOR$4K
TPA / Administrator
1
NameEINLocationRelationDirect compIndirect comp
CBIZ BENEFITS & INS SERVICES INC.CINCINNATI, OHCONTRACT ADMIN$14K
Other
1
NameEINLocationRelationDirect compIndirect comp
EMPOWER ANNUITY INSURANCE COMPANYGREENWOOD VILLAGE, COOTHER$67

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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