Plan Snapshot
- Plan Sponsor: Federal Realty Op LP
- Sponsor EIN: 520782497
- Sponsor Address: 909 ROSE AVENUE SUITE 200, ROCKVILLE, MD, 208528100
- Plan Type: 401(k)
- Total Participants: 327
- Total Assets: $76.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 327 | $76.9M | $932,358 | $3.6M |
| 2023 | 305 | $72.6M | $976,549 | $3.6M |
| 2022 | 313 | $61.6M | $891,907 | $3.3M |
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 |
|---|---|---|---|---|
| GRANT THORNTON LLP | Auditor | $25,200 | — | $25,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,200
- Estimated Expense Ratio: 0.033% 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 | $178,964 | $60,000 | — | $25,200 | — |
| 2023 | $95,570 | $60,000 | — | $23,100 | — |
| 2022 | $256,484 | $215,813 | $15,977 | — | $24,694 |