Plan Snapshot
- Plan Sponsor: Just One Step LLC Dba Synergy Ho
- Sponsor EIN: 473897440
- Sponsor Address: 11140 ROCKVILLE PIKE, ROCKVILLE, MD, 20852
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 89
- Total Assets: $255,187
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 89 | $255,187 | $18,571 | $81,356 |
| 2023 | 150 | $210,352 | $23,091 | $107,234 |
| 2022 | 110 | $151,112 | $17,669 | $79,958 |
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 |
|---|---|---|---|---|
| PLATFORM CPAS, 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 | $4,618 | — | — | — | — |
| 2023 | $99,076 | — | — | — | — |
| 2022 | $8,859 | — | — | — | — |