Plan Snapshot
- Plan Sponsor: John Marshall Bank
- Sponsor EIN: 743125891
- Sponsor Address: 1943 ISAAC NEWTON SQUARE, RESTON, VA, 201905013
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $14.7M
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 | 130 | $14.7M | $448,169 | $1.1M |
| 2023 | 133 | $12.8M | $661,913 | $1.2M |
| 2022 | 129 | $11.6M | $663,644 | $1.2M |
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 |
|---|---|---|---|---|
| YOUNT, HYDE & BARBOUR, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- YOUNT, HYDE & BARBOUR, 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 | $45,329 | $32,203 | $13,126 | — | — |
| 2023 | $44,609 | — | $15,380 | $29,229 | — |
| 2022 | $43,344 | $31,506 | $11,838 | — | — |