Plan Snapshot
- Plan Sponsor: Gross, Mendelsohn & Associates, PA
- Sponsor EIN: 520982413
- Sponsor Address: 1801 PORTER STREET, SUITE 500, BALTIMORE, MD, 21230
- Plan Type: 401(k)
- Total Participants: 133
- Total Assets: $47.5M
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 | 133 | $47.5M | $481,139 | $1.5M |
| 2023 | 132 | $40.9M | $458,086 | $1.4M |
| 2022 | 125 | $34.4M | $434,713 | $1.3M |
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 |
|---|---|---|---|---|
| JOHANSON & YAU ACCOUNTANCY CORP | Auditor | $14,750 | — | $14,750 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,750
- Estimated Expense Ratio: 0.031% 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 | $31,308 | — | — | $14,750 | — |
| 2023 | $34,995 | $11,808 | $5,612 | $17,575 | — |
| 2022 | $26,148 | — | $17,223 | — | $8,925 |