Plan Snapshot
- Plan Sponsor: Bakery Express Mid Atlantic, INC
- Sponsor EIN: 520986951
- Sponsor Address: 4711 HOLLINS FERRY RD, BALTIMORE, MD, 21227
- Plan Type: 401(k)
- Total Participants: 211
- Total Assets: $9.8M
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 | 211 | $9.8M | $347,180 | $719,900 |
| 2023 | 217 | $8.3M | $311,074 | $600,697 |
| 2022 | 184 | $6.6M | $285,586 | $537,238 |
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 P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SC&H ATTEST SERVICES P.C. — 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 | $54,462 | $17,225 | — | — | — |
| 2023 | $52,282 | $17,304 | — | — | — |
| 2022 | $51,788 | — | — | — | — |