Plan Snapshot
- Plan Sponsor: John S. Connor, INC.
- Sponsor EIN: 520728100
- Sponsor Address: 799 CROMWELL PARK DRIVE, GLEN BURNIE, MD, 210612577
- Plan Type: 401(k)
- Total Participants: 120
- Total Assets: $8.0M
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 | 120 | $8.0M | $169,568 | $566,945 |
| 2023 | 124 | $9.0M | $210,149 | $545,126 |
| 2022 | 126 | $10.4M | $130,835 | $460,742 |
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 |
|---|---|---|---|---|
| SOURCE ONE - BUSINESS SERVICES | Auditor | — | — | $0 |
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 | $49,771 | $1,081 | $48,690 | — | — |
| 2023 | $45,994 | $942 | $45,052 | — | — |
| 2022 | $2,893 | — | $2,893 | — | — |