# B. F. Saul Company 401(k) Plan
Source: https://planprovider.pro/companies/b-f-saul-company-401k-plan

> B. F. Saul Company's 401(k) plan: 1,576 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [MMA SECURITIES LLC](https://planprovider.pro/provider/lpl-financial-llc) — INV ADVISOR

- [RSM US LLP](https://planprovider.pro/provider/rsm-us-llp) — AUDITOR

- [GROOM LAW GROUP, CHARTERED](https://planprovider.pro/provider/groom-law-group) — 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|

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