Plan Snapshot
- Plan Sponsor: A Square Group
- Sponsor EIN: 263504429
- Sponsor Address: 7101 GUILDFORD DRIVE, FREDERICK, MD, 21704
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $6.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 100 | $6.2M | $331,484 | $796,260 |
| 2023 | 130 | $4.8M | $566,476 | $690,068 |
| 2022 | 138 | $3.0M | $297,671 | $432,129 |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | Recordkeeper | $23,367 | — | $23,367 |
| LPL FINANCIAL RPCP | Other Service Provider | $16,641 | — | $16,641 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,008
- Estimated Expense Ratio: 0.641% 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 | $40,008 | $16,641 | $23,367 | — | — |
| 2023 | $28,821 | $10,547 | $18,274 | — | — |
| 2022 | — | — | — | — | — |