Plan Snapshot
- Plan Sponsor: Commercial Interiors, INC.
- Sponsor EIN: 521680985
- Sponsor Address: 7464 NEW RIDGE ROAD, SUITE 5, HANOVER, MD, 21076
- Plan Type: 401(k)
- Total Participants: 361
- Total Assets: $10.3M
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 | 361 | $10.3M | $1.5M | $690,014 |
| 2023 | 354 | $8.9M | $596,999 | $680,927 |
| 2022 | 319 | $9.7M | $1.5M | $545,643 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $44,635 | — | $44,635 |
| KESTRA ADVISORY SERVICES, LLC | INVESTMENT ADVISORY | — | $13,248 | $13,248 |
| ELLIN & TUCKER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KESTRA ADVISORY SERVICES, LLC — INVESTMENT ADVISORY
- ELLIN & TUCKER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,883
- Estimated Expense Ratio: 0.560% 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 | $45,037 | — | $45,037 | — | — |
| 2023 | $41,271 | — | $41,271 | — | — |
| 2022 | $44,733 | — | $44,733 | — | — |