Plan Snapshot
- Plan Sponsor: 14w Administrative Services LLC
- Sponsor EIN: 522325681
- Sponsor Address: 14 W. MT. VERNON PLACE, BALTIMORE, MD, 21201
- Plan Type: 401(k)
- Total Participants: 424
- Total Assets: $107.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 424 | $107.9M | $1.2M | $4.1M |
| 2023 | 501 | $97.2M | $1.4M | $4.7M |
| 2022 | 613 | $81.6M | $2.0M | $5.9M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SC&H ATTEST SERVICES, P.C. | Auditor | $18,800 | — | $18,800 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SC&H ATTEST SERVICES, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,800
- Estimated Expense Ratio: 0.017% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $17,685 | $25,000 | — | $18,800 | — |
| 2023 | -$37,699 | $50,000 | — | $16,500 | — |
| 2022 | $3,964 | — | — | — | — |