Plan Snapshot
- Plan Sponsor: Case Design/Remodeling,INC.
- Sponsor EIN: 521708950
- Sponsor Address: 4701 SANGAMORE RD STE 40, BETHESDA, MD, 208162508
- Plan Type: 401(k)
- Total Participants: 131
- Total Assets: $22.1M
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 | 131 | $22.1M | $198,525 | $1.1M |
| 2023 | 149 | $21.2M | $199,221 | $1.0M |
| 2022 | 155 | $18.5M | $185,488 | $999,785 |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY LLP | Auditor | — | — | $0 |
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 | $105,901 | — | $127 | — | — |
| 2023 | $79,330 | — | $79,330 | — | — |
| 2022 | $76,768 | — | $76,768 | — | — |