Plan Snapshot
- Plan Sponsor: Editorial Projects In Education INC.
- Sponsor EIN: 530246895
- Sponsor Address: 6935 ARLINGTON RD., BETHESDA, MD, 208145287
- Plan Type: 401(k)
- Total Participants: 90
- Total Assets: $17.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 90 | $17.9M | $305,302 | $951,906 |
| 2023 | 90 | $15.4M | $315,917 | $952,534 |
| 2022 | 122 | $12.2M | $294,785 | $875,911 |
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 |
|---|---|---|---|---|
| GELMAN ROSENBERG & FREEDMAN, CPAS | Auditor | — | — | $0 |
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 | $62,675 | $37,603 | $6,512 | — | — |
| 2023 | $55,823 | $35,014 | $5,756 | — | — |
| 2022 | — | — | — | — | — |