Plan Snapshot
- Plan Sponsor: Corporate Brokers LLC
- Sponsor EIN: 841638864
- Sponsor Address: 1 PARK PLACE, ANNAPOLIS, MD, 21401
- Plan Type: 401(k)
- Total Participants: 216
- Total Assets: $6.0M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 216 | $6.0M | $0 | $809,782 |
| 2023 | 238 | $5.1M | $0 | $743,676 |
| 2022 | 135 | $4.0M | $0 | $773,426 |
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 |
|---|---|---|---|---|
| ELLIN & TUCKER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ELLIN & TUCKER — 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 | $33,594 | — | $33,324 | — | — |
| 2023 | $41,413 | $4,365 | $30,529 | — | — |
| 2022 | $36,873 | — | $36,873 | — | — |