Plan Snapshot
- Plan Sponsor: Drfirst.Com, INC.
- Sponsor EIN: 522212902
- Sponsor Address: 9420 KEY WEST AVENUE, ROCKVILLE, MD, 20850
- Plan Type: 401(k)
- Total Participants: 396
- Total Assets: $41.9M
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 | 396 | $41.9M | $644,392 | $4.1M |
| 2023 | 370 | $36.4M | $975,481 | $4.1M |
| 2022 | 390 | $28.3M | $1.0M | $4.1M |
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 | $82,620 | — | $82,620 |
| NFP RETIREMENT INC | ADVISOR | $48,750 | — | $48,750 |
| CBIZ CPAS PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- NFP RETIREMENT INC — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $131,370
- Estimated Expense Ratio: 0.314% 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 | $131,370 | $48,750 | — | — | — |
| 2023 | $164,673 | $59,516 | — | — | — |
| 2022 | $182,301 | — | — | — | — |