Plan Snapshot
- Plan Sponsor: Exterior Design, INC. Dba The Perennial Farm
- Sponsor EIN: 521257744
- Sponsor Address: 12017 GLEN ARM ROAD, GLEN ARM, MD, 21057
- Plan Type: DC
- Total Participants: 105
- Total Assets: $8.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 105 | $8.3M | $210,000 | $0 |
| 2023 | 109 | $7.4M | $150,000 | $0 |
| 2022 | 94 | $6.2M | $150,000 | $0 |
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 | $15,000 | — | $15,000 |
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: $15,000
- Estimated Expense Ratio: 0.180% 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 | $101,242 | $77,872 | — | $15,000 | — |
| 2023 | $56,816 | $38,327 | — | — | — |
| 2022 | $72,103 | $54,266 | — | — | $17,730 |