Plan Snapshot
- Plan Sponsor: Elm Street Development, INC.
- Sponsor EIN: 541038839
- Sponsor Address: 1355 BEVERLY ROAD, MCLEAN, VA, 22101
- Plan Type: 401(k)
- Total Participants: 227
- Total Assets: $50.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 227 | $50.3M | $538,811 | $1.4M |
| 2023 | 213 | $44.7M | $775,387 | $1.4M |
| 2022 | 188 | $39.2M | $751,351 | $1.3M |
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 |
|---|---|---|---|---|
| BELFINT, LYONS & SHUMAN, P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BELFINT, LYONS & SHUMAN, P.A. — 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 | $62,935 | $7,932 | $1,273 | — | — |
| 2023 | $57,308 | — | $1,197 | — | — |
| 2022 | $63,095 | — | $63,095 | — | — |