Plan Snapshot
- Plan Sponsor: Aem Commercial, INC.
- Sponsor EIN: 873869330
- Sponsor Address: 12410 MILESTONE CENTER DR, GERMANTOWN, MD, 20876
- Plan Type: 401(k)
- Total Participants: 250
- Total Assets: $47.3M
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 | 250 | $47.3M | $538,482 | $2.1M |
| 2023 | 233 | $42.9M | $546,668 | $2.0M |
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 |
|---|---|---|---|---|
| ADEPTUS PARTNERS LLC | Auditor | $9,500 | — | $9,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,500
- Estimated Expense Ratio: 0.020% 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 | $92,393 | $50,000 | — | $9,500 | — |
| 2023 | $61,802 | $37,500 | — | — | — |