Plan Snapshot
- Plan Sponsor: Arthritis & Rheumatism Associates, P.C.
- Sponsor EIN: 521072944
- Sponsor Address: 7361 CALHOUN PLACE, SUITE 600, ROCKVILLE, MD, 20855
- Plan Type: 401(k)
- Total Participants: 187
- Total Assets: $37.6M
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 | 187 | $37.6M | $1.7M | $1.4M |
| 2023 | 196 | $36.0M | $1.5M | $1.3M |
| 2022 | 192 | $31.7M | $1.5M | $1.1M |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | Auditor | — | — | $0 |
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 | $9,341 | — | — | — | — |
| 2023 | $17,494 | $9,197 | — | — | — |
| 2022 | $79,499 | $23,000 | — | — | $56,499 |