# F Bernard-A Miller Scholarship Trust Fund 401(k) Plan
Source: https://planprovider.pro/companies/f-bernard-a-miller-scholarship-trust-fund-521701504-501

> F Bernard-A Miller Scholarship Trust Fund's 401(k) plan: 23,518 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** F Bernard-A Miller Scholarship Trust Fund

- **Sponsor EIN:** 521701504

- **Sponsor Address:** 9602 MARTIN LUTHER KING JR HWY, LANHAM, MD, 20706

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 23,518

- **Total Assets:** $3.3M

## 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.|

| 2025|23,518|$3.3M|$0|$0|

| 2024|22,990|$2.8M|$0|$319,687|

| 2023|22,242|$2.3M|$0|$308,340|

| 2022|22,838|$2.1M|$0|$315,183|

## 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|

| NOVAK FRANCELLA, LLC|Other Service Provider|$10,381|—|$10,381|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $10,381

- **Estimated Expense Ratio:** 0.317% 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|

| 2025|$193,397|$7,372|—|$10,381|—|

| 2024|$121,744|$6,938|—|$10,779|—|

| 2023|$45,302|$6,342|—|$9,422|—|

| 2022|$31,939|$6,661|—|—|$8,750|

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