Plan Snapshot
- Plan Sponsor: Fiducial, INC.
- Sponsor EIN: 134009035
- Sponsor Address: 10100 OLD COLUMBIA ROAD, COLUMBIA, MD, 20146
- Plan Type: 401(k)
- Total Participants: 140
- Total Assets: $17.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 140 | $17.5M | $261,188 | $672,034 |
| 2023 | 114 | $17.9M | $276,430 | $712,222 |
| 2022 | 113 | $15.7M | $275,265 | $695,221 |
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 |
|---|---|---|---|---|
| JONES, MARESCA & MCELWANEY, P.A. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $64,293 | $47,288 | — | — | — |
| 2023 | $55,215 | $41,850 | — | — | — |
| 2022 | $33,598 | $32,638 | $960 | — | — |