Plan Snapshot
- Plan Sponsor: Allen & Shariff Corporation
- Sponsor EIN: 521806514
- Sponsor Address: 7061 DEEPAGE DRIVE, COLUMBIA, MD, 21045
- Plan Type: 401(k)
- Total Participants: 86
- Total Assets: $13.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 86 | $13.5M | $281,237 | $706,709 |
| 2023 | 70 | $11.3M | $284,002 | $732,235 |
| 2022 | 72 | $9.8M | $117,499 | $640,874 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $29,237 | $23,487 | — | — | — |
| 2023 | $26,635 | $20,129 | — | — | — |
| 2022 | $29,510 | — | — | — | — |