Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Warehouse 730 Prepaid Legal Service Fund
- Sponsor EIN: 223408915
- Sponsor Address: 911 RIDGEBROOK ROAD, SPARKS, MD, 211529451
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 744
- Total Assets: $1.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 744 | $1.1M | $0 | $0 |
| 2024 | 741 | $1.1M | $104,858 | $0 |
| 2023 | 733 | $1.0M | $101,322 | $0 |
| 2022 | 692 | $948,588 | $100,232 | $0 |
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 |
|---|---|---|---|---|
| STEVEN M. SINDLER | Other Service Provider | $69,629 | — | $69,629 |
| ASSOCIATED ADMINISTRATORS | Other Service Provider | $20,331 | — | $20,331 |
| NOVAK FRANCELLA, LLC | Other Service Provider | $7,600 | — | $7,600 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $97,560
- Estimated Expense Ratio: 8.580% 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 |
|---|---|---|---|---|---|
| 2025 | $115,367 | $5,162 | $20,331 | $7,600 | — |
| 2024 | $45,646 | $5,264 | $19,522 | $7,400 | — |
| 2023 | $66,866 | $5,258 | $18,741 | $20,343 | — |
| 2022 | $51,729 | $4,408 | $17,232 | — | $21,269 |