Plan Snapshot
- Plan Sponsor: Bozzuto & Associates, INC.
- Sponsor EIN: 521566117
- Sponsor Address: 6406 IVY LANE, GREENBELT, MD, 20770
- Plan Type: 401(k)
- Total Participants: 3,505
- Total Assets: $190.0M
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 | 3,505 | $190.0M | $3.1M | $18.6M |
| 2023 | 3,239 | $155.2M | $2.8M | $16.0M |
| 2022 | 3,023 | $124.1M | $2.6M | $14.1M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | NONE | $226,936 | — | $226,936 |
| MORGAN STANLEY GLOBAL BANKING | NONE | $101,079 | — | $101,079 |
| COHNREZNICK LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $328,015
- Estimated Expense Ratio: 0.173% 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 | $432,776 | $75,671 | — | — | — |
| 2023 | $434,036 | $89,430 | — | — | — |
| 2022 | $312,126 | $87,473 | — | — | — |