Plan Snapshot
- Plan Sponsor: Eccalon LLC
- Sponsor EIN: 821334976
- Sponsor Address: 1333 ASHTON RD, HANOVER, MD, 210763120
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 170
- Total Assets: $5.5M
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 | 170 | $5.5M | $685,707 | $1.1M |
| 2023 | 164 | $3.3M | $597,493 | $735,263 |
| 2022 | 110 | $1.8M | $161,790 | $576,544 |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | Recordkeeper | $9,079 | — | $9,079 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,079
- Estimated Expense Ratio: 0.166% 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 | $9,522 | — | $9,522 | — | — |
| 2023 | $4,820 | — | $4,820 | — | — |
| 2022 | $4,293 | — | $4,293 | — | — |