Plan Snapshot
- Plan Sponsor: Johnson, Mirmiran & Thompson, INC.
- Sponsor EIN: 520963531
- Sponsor Address: 40 WIGHT AVENUE, HUNT VALLEY, MD, 210302059
- Plan Type: 401(k)
- Total Participants: 2,359
- Total Assets: $493.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,359 | $493.3M | $15.6M | $21.0M |
| 2023 | 2,228 | $408.2M | $11.8M | $18.2M |
| 2022 | 1,950 | $341.7M | $7.0M | $15.8M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $230,649 | — | $230,649 |
| ONEDIGITAL INVESTMENT ADVISORS | INVESTMENT ADVISORY | $79,737 | $263 | $80,000 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS — INVESTMENT ADVISORY
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $310,649
- Estimated Expense Ratio: 0.063% 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 | $310,870 | $79,737 | $231,133 | — | — |
| 2023 | $273,753 | $72,584 | $201,169 | — | — |
| 2022 | $238,858 | — | $238,858 | — | — |