# Gross, Mendelsohn & Associates, PA 401(k) Plan
Source: https://planprovider.pro/companies/gross-mendelsohn-associates-pa-401k-plan

> Gross, Mendelsohn & Associates, PA's 401(k) plan: 133 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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