Plan Snapshot
- Plan Sponsor: Associated Administrators LLC
- Sponsor EIN: 651205077
- Sponsor Address: 911 RIDGEBROOK ROAD, SPARKS, MD, 21152
- Plan Type: 401(k)
- Total Participants: 175
- Total Assets: $10.0M
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 | 175 | $10.0M | $0 | $654,085 |
| 2023 | 187 | $9.4M | $51,230 | $624,240 |
| 2022 | 182 | $8.4M | $50,222 | $622,755 |
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 |
|---|---|---|---|---|
| GRANDIZIO,WILKINS,LITTLE & MATTHEWS | 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 | $59,204 | $26,634 | $32,570 | — | — |
| 2023 | $81,359 | $22,595 | $31,014 | $27,750 | — |
| 2022 | $52,606 | $23,117 | $29,489 | — | — |