Plan Snapshot
- Plan Sponsor: B. F. Saul Company
- Sponsor EIN: 530140155
- Sponsor Address: 7501 WISCONSIN AVENUE, BETHESDA, MD, 20814
- Plan Type: 401(k)
- Total Participants: 1,576
- Total Assets: $263.3M
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 | 1,576 | $263.3M | $6.5M | $8.1M |
| 2023 | 1,436 | $243.5M | $5.8M | $7.6M |
| 2022 | 1,310 | $215.0M | $4.9M | $6.7M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEPER | $198,343 | — | $198,343 |
| MMA SECURITIES LLC | INV ADVISOR | $78,631 | — | $78,631 |
| RSM US LLP | AUDITOR | $41,500 | — | $41,500 |
| GROOM LAW GROUP, CHARTERED | LEGAL | $5,738 | — | $5,738 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
- MMA SECURITIES LLC — INV ADVISOR
- RSM US LLP — AUDITOR
- GROOM LAW GROUP, CHARTERED — LEGAL
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $324,212
- Estimated Expense Ratio: 0.123% 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 | $324,212 | $78,631 | — | $41,500 | — |
| 2023 | $321,930 | $97,902 | — | — | — |
| 2022 | $283,728 | $75,931 | — | — | $36,000 |