Plan Snapshot
- Plan Sponsor: Hollis Seunarine Mdpa LLC
- Sponsor EIN: 521105414
- Sponsor Address: 301 INTERNATIONAL CIR, HUNT VALLEY, MD, 210301334
- Plan Type: 401(k)
- Total Participants: 140
- Total Assets: $16.9M
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 | 140 | $16.9M | $384,158 | $905,379 |
| 2023 | 137 | $14.4M | $375,015 | $879,626 |
| 2022 | 131 | $12.0M | $378,176 | $852,079 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER | Investment Advisor | $36,951 | — | $36,951 |
| PAYCHEX, INC. | Recordkeeper | $12,057 | — | $12,057 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,008
- Estimated Expense Ratio: 0.290% 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 | $49,908 | $36,951 | $11,997 | — | — |
| 2023 | $57,111 | $46,323 | $9,828 | — | — |
| 2022 | $71,274 | $60,853 | $10,421 | — | — |