Plan Snapshot
- Plan Sponsor: American Limousine LLC Dba Rma Woldwide Chaffeured
- Sponsor EIN: 814529449
- Sponsor Address: 12270 WILKINS AVE, ROCKVILLE, MD, 20852
- Plan Type: 401(k)
- Total Participants: 76
- Total Assets: $4.3M
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 | 76 | $4.3M | $38,222 | $215,639 |
| 2023 | 76 | $3.6M | $36,391 | $200,796 |
| 2022 | 100 | $2.8M | $33,157 | $199,782 |
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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES, 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 | $24,215 | $8,476 | — | — | — |
| 2023 | $19,532 | $6,858 | — | — | — |
| 2022 | $20,589 | $7,344 | — | — | $13,245 |