Plan Snapshot
- Plan Sponsor: John Staurulakis, LLC
- Sponsor EIN: 520880671
- Sponsor Address: 6404 IVY LANE SUITE 700, GREENBELT, MD, 20770
- Plan Type: DC
- Total Participants: 556
- Total Assets: $62.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 556 | $62.6M | $2.9M | $2.9M |
| 2023 | 497 | $55.6M | $2.5M | $2.7M |
| 2022 | 548 | $45.6M | $2.1M | $2.3M |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | 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 | $145,560 | — | — | — | — |
| 2023 | $131,748 | $50,870 | $10,330 | — | — |
| 2022 | $50,751 | $50,751 | — | — | — |