Plan Snapshot
- Plan Sponsor: Ayers/Saint/Gross INC.
- Sponsor EIN: 520899570
- Sponsor Address: 1040 HULL STREET, SUITE 100, BALTIMORE, MD, 212305346
- Plan Type: 401(k)
- Total Participants: 188
- Total Assets: $41.8M
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 | 188 | $41.8M | $238,570 | $2.4M |
| 2023 | 201 | $41.0M | $266,097 | $2.3M |
| 2022 | 212 | $35.7M | $194,219 | $2.1M |
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 |
|---|---|---|---|---|
| CROWE, LLP | Auditor | $19,688 | — | $19,688 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,688
- Estimated Expense Ratio: 0.047% of plan assets
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 | $183,769 | $33,565 | — | $19,688 | — |
| 2023 | $176,228 | $43,094 | — | $11,262 | — |
| 2022 | $171,399 | $50,019 | — | — | $13,000 |