Plan Snapshot
- Plan Sponsor: Albright Stonebridge Group LLC
- Sponsor EIN: 522315157
- Sponsor Address: 1900 K STREET, N.W., WASHINGTON, DC, 20006
- Plan Type: 401(k)
- Total Participants: 115
- Total Assets: $28.3M
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 | 115 | $28.3M | $707,313 | $1.7M |
| 2023 | 110 | $23.7M | $703,857 | $2.0M |
| 2022 | 144 | $19.4M | $686,579 | $1.6M |
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 |
|---|---|---|---|---|
| CETERA INVESTMENT ADVISORS LLC | ADVISOR | $46,884 | — | $46,884 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $23,626 | — | $23,626 |
| GRANT THORNTON, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- GRANT THORNTON, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,510
- Estimated Expense Ratio: 0.249% 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 | $70,510 | $46,884 | — | — | — |
| 2023 | $60,522 | $43,353 | — | — | — |
| 2022 | $63,145 | — | — | — | — |