Plan Snapshot
- Plan Sponsor: August Schell Enterprises
- Sponsor EIN: 521787473
- Sponsor Address: 1700 ROCKVILLE PIKE, STE 405, ROCKVILLE, MD, 20852
- Plan Type: 401(k)
- Total Participants: 115
- Total Assets: $13.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 115 | $13.3M | $660,715 | $1.2M |
| 2023 | 109 | $11.7M | $554,732 | $1.1M |
| 2022 | 108 | $9.4M | $516,539 | $982,107 |
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 |
|---|---|---|---|---|
| FRAZIER & DEETER, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FRAZIER & DEETER, LLC — 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 | $66,039 | $65,346 | — | — | — |
| 2023 | $75,147 | $74,766 | — | — | — |
| 2022 | $68,113 | $67,942 | $171 | — | — |