Plan Snapshot
- Plan Sponsor: Georgetown Hill Early School
- Sponsor EIN: 521232664
- Sponsor Address: 10001 APPLE RIDGE ROAD, MONTGOMERY VILLAGE, MD, 20886
- Plan Type: 401(k)
- Total Participants: 342
- Total Assets: $6.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 342 | $6.8M | $275,867 | $549,161 |
| 2023 | 346 | $5.5M | $249,055 | $473,374 |
| 2022 | 327 | $4.4M | $182,124 | $340,200 |
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 |
|---|---|---|---|---|
| COHNREZNICK, LLP | Auditor | $7,141 | — | $7,141 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,141
- Estimated Expense Ratio: 0.104% 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 | $11,718 | $2,148 | $2,429 | $7,141 | — |
| 2023 | $1,250 | — | — | — | — |
| 2022 | $901 | — | — | — | — |