Plan Snapshot
- Plan Sponsor: Bww Law Group, LLC
- Sponsor EIN: 521965052
- Sponsor Address: 6003 EXECUTIVE BLVD., ROCKVILLE, MD, 20852
- Plan Type: 401(k)
- Total Participants: 125
- Total Assets: $6.4M
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 | 125 | $6.4M | $0 | $746,615 |
| 2023 | 134 | $5.4M | $0 | $667,073 |
| 2022 | 132 | $4.1M | $0 | $486,854 |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $24,649 | — | $24,649 |
| KESTRA ADVISORY SERVICES | Investment Advisor | $14,427 | — | $14,427 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
- KESTRA ADVISORY SERVICES — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,076
- Estimated Expense Ratio: 0.615% 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 | $39,076 | $14,427 | — | — | — |
| 2023 | $34,088 | $11,159 | — | — | — |
| 2022 | $30,401 | — | — | — | — |