Plan Snapshot
- Plan Sponsor: Groom Law Group, Chartered
- Sponsor EIN: 521219029
- Sponsor Address: 1701 PENNSYLVANIA AVENUE N.W., WASHINGTON, DC, 20006
- Plan Type: DC
- Total Participants: 165
- Total Assets: $195.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 165 | $195.4M | $3.7M | $2.5M |
| 2023 | 146 | $153.4M | $3.6M | $2.5M |
| 2022 | 144 | $125.2M | $3.2M | $2.2M |
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 |
|---|---|---|---|---|
| BDO USA, P.C | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C — Auditor
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 | -$93,670 | — | — | — | — |
| 2023 | -$77,287 | — | — | — | — |
| 2022 | -$70,793 | — | — | — | — |