Plan Snapshot
- Plan Sponsor: Encompass LLC
- Sponsor EIN: 522228651
- Sponsor Address: 1100 WAYNE AVENUE, SUITE 1200, SILVER SPRING, MD, 20910
- Plan Type: 401(k)
- Total Participants: 264
- Total Assets: $20.9M
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 | 264 | $20.9M | $1.2M | $2.0M |
| 2023 | 194 | $15.4M | $885,780 | $1.7M |
| 2022 | 162 | $11.8M | $801,646 | $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 |
|---|---|---|---|---|
| APRIO, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- APRIO, LLP — 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 | $49,698 | $30,575 | $3,050 | — | — |
| 2023 | $38,442 | $24,902 | $680 | — | — |
| 2022 | — | — | — | — | — |