# Federal Realty Op LP 401(k) Plan
Source: https://planprovider.pro/companies/federal-realty-op-lp-401k-plan

> Federal Realty Op LP's 401(k) plan: 327 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

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