# Exterior Design, INC. Dba The Perennial Farm DC Plan
Source: https://planprovider.pro/companies/exterior-design-inc-dba-the-perennial-farm-plan

> Exterior Design, INC. Dba The Perennial Farm's DC plan: 105 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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