Plan Snapshot
- Plan Sponsor: Ben Lewis Plumbing
- Sponsor EIN: 520915291
- Sponsor Address: 23407 FREDERICK ROAD, CLARKSBURG, MD, 20871
- Plan Type: 401(k)
- Total Participants: 113
- Total Assets: $10.7M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 113 | $10.7M | $313,591 | $188,998 |
| 2023 | 115 | $9.1M | $600,000 | $200,526 |
| 2022 | 118 | $7.1M | $300,000 | $203,805 |
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 |
|---|---|---|---|---|
| UHY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY LLP — 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 | $54,190 | — | $54,190 | — | — |
| 2023 | $45,256 | $23,597 | $21,659 | — | — |
| 2022 | $46,605 | $8,708 | $37,897 | — | — |