Plan Snapshot
- Plan Sponsor: Caruso Homes, INC.
- Sponsor EIN: 521447426
- Sponsor Address: 2120 BALDWIN AVE STE 200, CROFTON, MD, 211142402
- Plan Type: 401(k)
- Total Participants: 106
- Total Assets: $4.9M
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. |
|---|---|---|---|---|
| 2024 | 106 | $4.9M | $70,725 | $726,506 |
| 2023 | 121 | $3.8M | $81,305 | $635,916 |
| 2022 | 119 | $2.9M | $67,267 | $602,347 |
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 |
|---|---|---|---|---|
| MN BLUM | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MN BLUM — 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 | $2,713 | — | — | — | — |
| 2023 | $4,288 | — | — | — | — |
| 2022 | $21,860 | — | — | — | — |