Plan Snapshot
- Plan Sponsor: B. Green & Company, INC.
- Sponsor EIN: 520336380
- Sponsor Address: 1300 S. MONROE ST., BALTIMORE, MD, 21230
- Plan Type: 401(k)
- Total Participants: 1,447
- Total Assets: $6.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,447 | $6.1M | $128,848 | $373,407 |
| 2023 | 392 | $5.3M | $103,620 | $358,884 |
| 2022 | 431 | $4.5M | $93,082 | $255,506 |
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 |
|---|---|---|---|---|
| SC&H ATTEST SERVICES, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SC&H ATTEST SERVICES, PC — 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 | $276,900 | — | $26,084 | — | — |
| 2023 | $23,016 | $18,765 | — | — | — |
| 2022 | $27,811 | — | — | — | — |