Plan Snapshot
- Plan Sponsor: George, Miles & Buhr LLC
- Sponsor EIN: 520740145
- Sponsor Address: 206 WEST MAIN STREET, SALISBURY, MD, 21801
- Plan Type: 401(k)
- Total Participants: 115
- Total Assets: $19.8M
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 | 115 | $19.8M | $794,824 | $631,685 |
| 2023 | 121 | $16.5M | $415,000 | $437,802 |
| 2022 | 117 | $14.7M | $146,984 | $443,109 |
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 |
|---|---|---|---|---|
| PKS & COMPANY, 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 | $52,952 | $44,736 | $8,216 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |