Plan Snapshot
- Plan Sponsor: District Photo, INC.
- Sponsor EIN: 521191617
- Sponsor Address: 10501 RHODE ISLAND AVENUE, BELTSVILLE, MD, 20705
- Plan Type: 401(k)
- Total Participants: 761
- Total Assets: $34.5M
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 | 761 | $34.5M | $691,215 | $1.3M |
| 2023 | 116 | $35.5M | $713,814 | $1.4M |
| 2022 | 829 | $34.7M | $720,698 | $1.4M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $74,096 | — | $74,096 |
| KESTRA INVESTMENT SERVICES LLC | ADVISOR | $50,000 | — | $50,000 |
| COHNREZNICK LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- KESTRA INVESTMENT SERVICES LLC — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $124,096
- Estimated Expense Ratio: 0.360% 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 | $124,096 | $50,000 | $300 | — | — |
| 2023 | $128,837 | $50,000 | — | — | — |
| 2022 | $141,479 | — | — | — | — |