Plan Snapshot
- Plan Sponsor: Camris International, LLC
- Sponsor EIN: 522072031
- Sponsor Address: 6720A ROCKLEDGE DRIVE, BETHESDA, MD, 20817
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 222
- Total Assets: $12.2M
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. |
|---|---|---|---|---|
| 2025 | 222 | $12.2M | $0 | $0 |
| 2024 | 112 | $11.6M | $387,926 | $870,343 |
| 2023 | 104 | $10.2M | $359,840 | $792,486 |
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 |
|---|---|---|---|---|
| FISHER RETIREMENT SOLUTIONS | Investment Advisor | $26,292 | — | $26,292 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $25,088 | — | $25,088 |
| STIFEL NICOLAUS & CO INC | Investment Advisor | $5,902 | — | $5,902 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,282
- Estimated Expense Ratio: 0.470% 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 | $2,839,144 | $8,891 | — | — | — |
| 2024 | $51,593 | $24,706 | — | — | — |
| 2023 | $41,367 | $19,831 | — | — | — |